ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 114 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $205,000 | -69.8% | 3,630 | -70.4% | 0.00% | -73.3% |
| Q1 2021 | $678,000 | -69.2% | 12,272 | -67.3% | 0.02% | -71.2% |
| Q4 2020 | $2,199,000 | +10.0% | 37,574 | +8.5% | 0.05% | +62.5% |
| Q3 2020 | $2,000,000 | +60.3% | 34,625 | +60.4% | 0.03% | -11.1% |
| Q2 2020 | $1,248,000 | +18.9% | 21,588 | +13.1% | 0.04% | +16.1% |
| Q1 2020 | $1,050,000 | – | 19,088 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 304,784 | $17,327,000 | 10.49% |
| HATTON CONSULTING, INC. | 150,350 | $8,547,000 | 6.70% |
| Curi Wealth Management, LLC | 193,643 | $11,008,000 | 5.52% |
| VALICENTI ADVISORY SERVICES INC | 178,481 | $10,147,000 | 2.81% |
| MACRO Consulting Group | 90,947 | $5,171,000 | 2.66% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 161,561 | $9,185,000 | 2.31% |
| LFA - Lugano Financial Advisors SA | 58,670 | $3,335,000 | 2.10% |
| Lowe Wealth Advisors, LLC | 75,874 | $4,313,000 | 2.06% |
| Portland Global Advisors LLC | 133,683 | $7,600,000 | 1.47% |
| KCS Wealth Advisory | 54,291 | $3,086,000 | 1.45% |