ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 38 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $7,000 | -78.1% | 127 | -78.6% | 0.00% | – |
| Q3 2016 | $32,000 | 0.0% | 594 | 0.0% | 0.00% | – |
| Q2 2016 | $32,000 | -34.7% | 594 | -35.9% | 0.00% | – |
| Q1 2016 | $49,000 | +4.3% | 926 | 0.0% | 0.00% | – |
| Q4 2015 | $47,000 | +74.1% | 926 | +74.4% | 0.00% | – |
| Q3 2015 | $27,000 | -98.6% | 531 | -98.6% | 0.00% | -100.0% |
| Q2 2015 | $1,869,000 | +3.1% | 36,995 | +7.3% | 0.00% | 0.0% |
| Q1 2015 | $1,813,000 | +184.2% | 34,483 | +180.0% | 0.00% | +100.0% |
| Q4 2014 | $638,000 | +27.9% | 12,315 | +26.6% | 0.00% | 0.0% |
| Q3 2014 | $499,000 | +98.0% | 9,731 | +98.7% | 0.00% | – |
| Q2 2014 | $252,000 | +8300.0% | 4,898 | +8970.4% | 0.00% | – |
| Q3 2013 | $3,000 | – | 54 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 467,634 | $22,371,631 | 14.37% |
| Compass Ion Advisors, LLC | 680,012 | $32,531,767 | 8.21% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 144,155 | $6,896,390 | 4.46% |
| Stratos Investment Management, LLC | 385,923 | $18,462,601 | 3.11% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 161,694 | $7,735,431 | 2.07% |
| ShoreHaven Wealth Partners, LLC | 57,993 | $2,774,385 | 1.95% |
| LFA - Lugano Financial Advisors SA | 48,090 | $2,300,626 | 1.74% |
| SeaBridge Investment Advisors LLC | 77,607 | $3,712,719 | 1.30% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 53,982 | $2,582,499 | 1.23% |
| VALICENTI ADVISORY SERVICES INC | 70,231 | $3,360 | 1.12% |