ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 112 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 294,525 | $17,236,000 | 11.42% |
| Curi Wealth Management, LLC | 128,353 | $7,511,000 | 5.43% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,243 | $190,000 | 4.43% |
| ATTICUS WEALTH MANAGEMENT, LLC | 125,601 | $7,350,000 | 3.70% |
| LFA - Lugano Financial Advisors SA | 71,405 | $4,179,000 | 3.24% |
| VALICENTI ADVISORY SERVICES INC | 164,496 | $9,626,000 | 3.12% |
| Lowe Wealth Advisors, LLC | 97,107 | $5,683,000 | 2.89% |
| MACRO Consulting Group | 84,603 | $4,955,000 | 2.87% |
| Mascoma Wealth Management LLC | 82,509 | $4,828,000 | 2.42% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 124,206 | $7,269,000 | 2.07% |