ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 110 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $280,772 | +122.6% | 7,507 | +438.5% | 0.02% | +166.7% |
| Q4 2022 | $126,151 | -3.0% | 1,394 | -4.7% | 0.01% | -25.0% |
| Q3 2022 | $130,000 | -91.6% | 1,462 | -91.5% | 0.01% | -94.2% |
| Q2 2022 | $1,548,000 | +9.0% | 17,109 | +12.7% | 0.14% | +72.5% |
| Q1 2022 | $1,420,000 | -1.7% | 15,184 | +0.6% | 0.08% | -34.4% |
| Q4 2021 | $1,445,000 | -18.0% | 15,100 | -17.3% | 0.12% | -13.5% |
| Q1 2021 | $1,762,000 | +133.7% | 18,254 | +131.3% | 0.14% | +101.4% |
| Q4 2020 | $754,000 | – | 7,893 | – | 0.07% | – |
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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% |