ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,063 | -10.8% | 22,288 | -10.4% | 0.01% | -11.1% |
| Q2 2023 | $2,312 | -19.1% | 24,877 | -20.2% | 0.01% | -30.8% |
| Q1 2023 | $2,858 | -54.7% | 31,190 | -55.3% | 0.01% | -59.4% |
| Q4 2022 | $6,313 | -99.9% | 69,767 | -47.1% | 0.03% | -53.6% |
| Q3 2022 | $11,702,000 | -4.8% | 131,863 | -3.2% | 0.07% | -8.0% |
| Q2 2022 | $12,298,000 | -6.1% | 136,253 | -2.7% | 0.08% | -2.6% |
| Q1 2022 | $13,103,000 | – | 140,095 | – | 0.08% | – |
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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% |