ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 123 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $42,969 | -80.0% | 905 | -75.3% | 0.00% | -90.0% |
| Q4 2020 | $215,000 | -0.9% | 3,671 | -2.3% | 0.04% | -14.9% |
| Q3 2020 | $217,000 | 0.0% | 3,757 | 0.0% | 0.05% | -9.6% |
| Q2 2020 | $217,000 | +8.0% | 3,757 | +3.0% | 0.05% | -5.5% |
| Q1 2020 | $201,000 | -1.0% | 3,648 | -1.7% | 0.06% | +19.6% |
| Q4 2019 | $203,000 | – | 3,711 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Venturi Wealth Management, LLC | 75,659 | $3,985,000 | 0.84% |
| RKL Wealth Management LLC | 22,810 | $1,206,000 | 0.34% |
| Wellesley Investment Partners, LLC | 10,912 | $574,000 | 0.12% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 195,288 | $10,307,000 | 0.09% |
| Snowden Capital Advisors LLC | 7,570 | $399,545 | 0.06% |
| WealthTrust-Arizona, LLC | 1,183 | $62,000 | 0.03% |
| EDMOND DE ROTHSCHILD HOLDING S.A. | 7,420 | $391,000 | 0.01% |
| Advisor Group, Inc. | 10,323 | $544,000 | 0.01% |
| JANE STREET GROUP, LLC | 43,074 | $2,273,000 | 0.01% |
| IHT Wealth Management, LLC | 200 | $11,000 | 0.01% |