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 | $29,212 | -4.5% | 648 | 0.0% | 0.00% | – |
| Q2 2023 | $30,573 | -1.4% | 648 | 0.0% | 0.00% | – |
| Q1 2023 | $31,000 | +962.4% | 648 | +928.6% | 0.00% | – |
| Q4 2022 | $2,918 | -92.3% | 63 | -92.5% | 0.00% | – |
| Q3 2022 | $38,000 | -55.3% | 839 | -52.4% | 0.00% | – |
| Q2 2022 | $85,000 | +44.1% | 1,764 | +55.6% | 0.00% | – |
| Q1 2022 | $59,000 | +37.2% | 1,134 | +47.7% | 0.00% | – |
| Q4 2021 | $43,000 | -14.0% | 768 | -14.3% | 0.00% | – |
| Q3 2021 | $50,000 | +25.0% | 896 | +27.5% | 0.00% | – |
| Q2 2021 | $40,000 | 0.0% | 703 | +2.3% | 0.00% | – |
| Q3 2020 | $40,000 | +73.9% | 687 | +59.4% | 0.00% | – |
| Q2 2016 | $23,000 | +360.0% | 431 | +384.3% | 0.00% | – |
| Q1 2015 | $5,000 | +25.0% | 89 | +20.3% | 0.00% | – |
| Q2 2014 | $4,000 | 0.0% | 74 | +7.2% | 0.00% | – |
| Q1 2014 | $4,000 | – | 69 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 235,414 | $12,202,000 | 7.22% |
| Long Run Wealth Advisors, LLC | 264,803 | $13,719,000 | 4.79% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 183,348 | $9,503,000 | 2.35% |
| Curi Wealth Management, LLC | 248,562 | $12,883,000 | 2.23% |
| KCS Wealth Advisory | 71,167 | $3,689,000 | 1.71% |
| VALICENTI ADVISORY SERVICES INC | 112,596 | $5,836,000 | 1.53% |
| LFA - Lugano Financial Advisors SA | 42,171 | $2,187,000 | 1.46% |
| Astoria Portfolio Advisors LLC. | 32,135 | $1,666,000 | 1.30% |
| Lowe Wealth Advisors, LLC | 54,376 | $2,818,000 | 1.28% |
| Portland Global Advisors LLC | 125,793 | $6,520,000 | 1.12% |