ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 106 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $690,000 | -6.0% | 15,211 | 0.0% | 0.07% | 0.0% |
Q2 2022 | $734,000 | -6.9% | 15,211 | 0.0% | 0.07% | +10.0% |
Q1 2022 | $788,000 | -13.0% | 15,211 | -5.9% | 0.06% | -9.1% |
Q4 2021 | $906,000 | -0.5% | 16,166 | 0.0% | 0.07% | -5.7% |
Q3 2021 | $911,000 | -0.9% | 16,166 | 0.0% | 0.07% | 0.0% |
Q2 2021 | $919,000 | +2.6% | 16,166 | 0.0% | 0.07% | -7.9% |
Q1 2021 | $896,000 | -5.8% | 16,166 | -0.5% | 0.08% | -9.5% |
Q4 2020 | $951,000 | +1.2% | 16,246 | 0.0% | 0.08% | -6.7% |
Q3 2020 | $940,000 | 0.0% | 16,246 | 0.0% | 0.09% | -8.2% |
Q2 2020 | $940,000 | +5.6% | 16,246 | +0.6% | 0.10% | -12.5% |
Q1 2020 | $890,000 | +7.2% | 16,147 | +6.4% | 0.11% | +36.6% |
Q4 2019 | $830,000 | +0.7% | 15,176 | +1.0% | 0.08% | 0.0% |
Q3 2019 | $824,000 | – | 15,030 | – | 0.08% | – |
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% |