ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 62 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $22,585 | -4.5% | 501 | 0.0% | 0.00% | – |
Q2 2023 | $23,637 | -0.4% | 501 | +1.0% | 0.00% | – |
Q1 2023 | $23,728 | +989.9% | 496 | +955.3% | 0.00% | – |
Q4 2022 | $2,177 | +8.8% | 47 | +2.2% | 0.00% | – |
Q1 2022 | $2,000 | 0.0% | 46 | +7.0% | 0.00% | – |
Q3 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – |
Q2 2020 | $2,000 | 0.0% | 43 | 0.0% | 0.00% | – |
Q1 2020 | $2,000 | -75.0% | 43 | -71.7% | 0.00% | – |
Q4 2019 | $8,000 | 0.0% | 152 | +9.4% | 0.00% | – |
Q3 2019 | $8,000 | +14.3% | 139 | 0.0% | 0.00% | – |
Q2 2019 | $7,000 | 0.0% | 139 | 0.0% | 0.00% | – |
Q1 2019 | $7,000 | 0.0% | 139 | 0.0% | 0.00% | – |
Q4 2018 | $7,000 | 0.0% | 139 | 0.0% | 0.00% | – |
Q3 2018 | $7,000 | 0.0% | 139 | 0.0% | 0.00% | – |
Q2 2018 | $7,000 | +16.7% | 139 | +9.4% | 0.00% | – |
Q1 2018 | $6,000 | -14.3% | 127 | 0.0% | 0.00% | – |
Q4 2017 | $7,000 | 0.0% | 127 | 0.0% | 0.00% | – |
Q3 2017 | $7,000 | 0.0% | 127 | 0.0% | 0.00% | – |
Q2 2017 | $7,000 | 0.0% | 127 | 0.0% | 0.00% | – |
Q1 2017 | $7,000 | – | 127 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
STERLING INVESTMENT ADVISORS LLC /ADV | 235,414 | $12,202,000 | 7.22% |
Long Run Wealth Advisors, LLC | 264,803 | $13,719,000 | 4.79% |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 183,348 | $9,503,000 | 2.35% |
Curi Wealth Management, LLC | 248,562 | $12,883,000 | 2.23% |
KCS Wealth Advisory | 71,167 | $3,689,000 | 1.71% |
VALICENTI ADVISORY SERVICES INC | 112,596 | $5,836,000 | 1.53% |
LFA - Lugano Financial Advisors SA | 42,171 | $2,187,000 | 1.46% |
Astoria Portfolio Advisors LLC. | 32,135 | $1,666,000 | 1.30% |
Lowe Wealth Advisors, LLC | 54,376 | $2,818,000 | 1.28% |
Portland Global Advisors LLC | 125,793 | $6,520,000 | 1.12% |