ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 111 filers reported holding ISHARES TR in Q2 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 294,525 | $17,236,000 | 11.42% |
| Curi Wealth Management, LLC | 128,353 | $7,511,000 | 5.43% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,243 | $190,000 | 4.43% |
| ATTICUS WEALTH MANAGEMENT, LLC | 125,601 | $7,350,000 | 3.70% |
| LFA - Lugano Financial Advisors SA | 71,405 | $4,179,000 | 3.24% |
| VALICENTI ADVISORY SERVICES INC | 164,496 | $9,626,000 | 3.12% |
| Lowe Wealth Advisors, LLC | 97,107 | $5,683,000 | 2.89% |
| MACRO Consulting Group | 84,603 | $4,955,000 | 2.87% |
| Mascoma Wealth Management LLC | 82,509 | $4,828,000 | 2.42% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 124,206 | $7,269,000 | 2.07% |