ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 130 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,674,267 | +443.2% | 37,321 | +471.3% | 0.30% | +443.6% |
| Q2 2023 | $308,198 | +51.1% | 6,533 | +87.1% | 0.06% | -31.2% |
| Q4 2020 | $204,000 | -22.1% | 3,491 | -22.8% | 0.08% | -41.6% |
| Q3 2020 | $262,000 | -8.1% | 4,521 | -8.0% | 0.14% | -31.2% |
| Q2 2020 | $285,000 | -63.8% | 4,912 | -65.6% | 0.20% | -74.4% |
| Q1 2020 | $787,000 | -51.4% | 14,282 | -51.7% | 0.78% | -42.8% |
| Q4 2019 | $1,620,000 | – | 29,596 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Management, Inc. | 22,083 | $2,653,000 | 0.81% |
| Venturi Wealth Management, LLC | 76,960 | $4,067,000 | 0.78% |
| PFG Advisors | 10,865 | $574,000 | 0.60% |
| RKL Wealth Management LLC | 22,197 | $1,173,000 | 0.29% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 288,885 | $15,265,000 | 0.12% |
| Wellesley Investment Partners, LLC | 10,912 | $576,000 | 0.11% |
| Verdence Capital Advisors LLC | 6,500 | $343,000 | 0.08% |
| Snowden Capital Advisors LLC | 7,570 | $399,999 | 0.06% |
| WealthTrust-Arizona, LLC | 1,183 | $63,000 | 0.03% |
| Midwest Professional Planners, LTD. | 517 | $27,000 | 0.02% |