ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 89 filers reported holding ISHARES U S ETF TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $216,019 | -1.4% | 2,387 | -3.3% | 0.16% | -10.5% |
| Q3 2022 | $219,000 | -19.5% | 2,468 | -18.1% | 0.18% | -27.6% |
| Q2 2022 | $272,000 | -68.0% | 3,015 | -66.8% | 0.25% | +30.9% |
| Q1 2022 | $850,000 | +82.0% | 9,090 | +86.1% | 0.19% | +46.9% |
| Q4 2021 | $467,000 | +62.2% | 4,884 | +62.5% | 0.13% | +42.9% |
| Q3 2021 | $288,000 | – | 3,006 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 280,173 | $26,843,000 | 12.05% |
| Harborview Advisors, LLC | 160,795 | $15,406,000 | 8.63% |
| MIRSKY FINANCIAL MANAGEMENT CORP. | 134,883 | $12,923,000 | 5.76% |
| WJ Wealth Management, LLC | 57,613 | $5,510,000 | 3.66% |
| MBM Wealth Consultants, LLC | 64,585 | $6,188,000 | 2.82% |
| Richard Bernstein Advisors LLC | 907,257 | $86,924,000 | 1.75% |
| Wealthcare Advisory Partners LLC | 271,979 | $26,058,000 | 1.70% |
| Graypoint LLC | 80,404 | $7,704,000 | 0.94% |
| LEO BROKERAGE, LLC | 47,213 | $4,523,000 | 0.84% |
| COLLECTIVE FAMILY OFFICE LLC | 16,169 | $1,549,000 | 0.67% |