ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 44 filers reported holding ISHARES U S ETF TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $1,183,956 | +2.6% | 12,392 | -2.0% | 0.08% | -16.1% |
| Q3 2020 | $1,154,461 | +0.8% | 12,648 | -0.7% | 0.09% | -5.1% |
| Q2 2020 | $1,145,352 | +888.2% | 12,739 | -89.4% | 0.10% | +880.0% |
| Q4 2019 | $115,908 | +3.5% | 120,500 | 0.0% | 0.01% | -9.1% |
| Q3 2019 | $112,027 | -30.7% | 120,500 | +608.0% | 0.01% | -26.7% |
| Q2 2019 | $161,693 | -40.5% | 17,020 | +508.9% | 0.02% | -51.6% |
| Q3 2018 | $271,597 | -6.5% | 2,795 | -8.1% | 0.03% | -18.4% |
| Q2 2018 | $290,440 | +1.1% | 3,040 | +2.3% | 0.04% | -9.5% |
| Q1 2018 | $287,378 | – | 2,972 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SimpliFi, Inc. | 341,659 | $31,955,000 | 14.53% |
| Capital Advantage, Inc. | 266,043 | $24,883,000 | 5.72% |
| Richard Bernstein Advisors LLC | 2,105,882 | $196,021,000 | 3.87% |
| DBK Financial Counsel, LLC | 27,435 | $2,566,000 | 3.79% |
| WealthShield Partners, LLC | 214,639 | $20,075,000 | 3.22% |
| SOUTHERN CAPITAL ADVISORS, LLC | 49,145 | $4,597,000 | 3.14% |
| Destination Wealth Management | 817,270 | $76,439,000 | 2.83% |
| MBM Wealth Consultants, LLC | 72,633 | $6,793,000 | 2.82% |
| HMS Capital Management, LLC | 69,245 | $6,476,000 | 2.71% |
| COLLECTIVE FAMILY OFFICE LLC | 61,710 | $5,772,000 | 2.20% |