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 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q4 2021 | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – |
| Q3 2021 | $1,000 | 0.0% | 14 | -41.7% | 0.00% | – |
| Q2 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q1 2021 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q4 2020 | $1,000 | -50.0% | 24 | -22.6% | 0.00% | – |
| Q3 2020 | $2,000 | -50.0% | 31 | -50.8% | 0.00% | – |
| Q2 2020 | $4,000 | -100.0% | 63 | -100.0% | 0.00% | -100.0% |
| Q1 2020 | $38,413,000 | +12.0% | 696,649 | +11.0% | 0.32% | +24.5% |
| Q4 2019 | $34,296,000 | -24.0% | 627,442 | -23.8% | 0.26% | -31.0% |
| Q3 2019 | $45,105,000 | +10.5% | 823,012 | +8.4% | 0.38% | +13.5% |
| Q2 2019 | $40,818,000 | +13.6% | 759,306 | +10.2% | 0.33% | +2.5% |
| Q1 2019 | $35,935,000 | +898275.0% | 688,876 | +839992.7% | 0.32% | – |
| Q2 2014 | $4,000 | – | 82 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Management, Inc. | 22,083 | $2,653,000 | 0.81% |
| Venturi Wealth Management, LLC | 76,960 | $4,067,000 | 0.78% |
| PFG Advisors | 10,865 | $574,000 | 0.60% |
| RKL Wealth Management LLC | 22,197 | $1,173,000 | 0.29% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 288,885 | $15,265,000 | 0.12% |
| Wellesley Investment Partners, LLC | 10,912 | $576,000 | 0.11% |
| Verdence Capital Advisors LLC | 6,500 | $343,000 | 0.08% |
| Snowden Capital Advisors LLC | 7,570 | $399,999 | 0.06% |
| WealthTrust-Arizona, LLC | 1,183 | $63,000 | 0.03% |
| Midwest Professional Planners, LTD. | 517 | $27,000 | 0.02% |