ISHARES U S ETF TR's ticker is LQDH and the CUSIP is 46431W705. A total of 93 filers reported holding ISHARES U S ETF TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,898,123 | -2.5% | 41,713 | -3.1% | 0.00% | 0.0% |
Q2 2023 | $3,999,916 | -29.6% | 43,033 | -31.0% | 0.00% | -50.0% |
Q4 2022 | $5,681,470 | +56.1% | 62,386 | +56.3% | 0.00% | 0.0% |
Q3 2022 | $3,639,000 | +43.7% | 39,911 | +43.5% | 0.00% | +100.0% |
Q2 2022 | $2,533,000 | -9.5% | 27,804 | -6.6% | 0.00% | 0.0% |
Q1 2022 | $2,800,000 | +7.2% | 29,779 | +9.4% | 0.00% | 0.0% |
Q4 2021 | $2,613,000 | -0.7% | 27,221 | +0.3% | 0.00% | 0.0% |
Q3 2021 | $2,631,000 | +8.3% | 27,153 | +7.7% | 0.00% | 0.0% |
Q2 2021 | $2,429,000 | +184.4% | 25,202 | +184.6% | 0.00% | 0.0% |
Q1 2021 | $854,000 | +16980.0% | 8,854 | +15710.7% | 0.00% | – |
Q4 2020 | $5,000 | 0.0% | 56 | 0.0% | 0.00% | – |
Q3 2020 | $5,000 | 0.0% | 56 | 0.0% | 0.00% | – |
Q2 2020 | $5,000 | – | 56 | – | 0.00% | – |
Download |
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% |