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 2019 | $245,000 | -0.8% | 4,485 | -2.4% | 0.00% | 0.0% |
| Q2 2019 | $247,000 | +3.3% | 4,597 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $239,000 | +3.9% | 4,597 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $230,000 | -3.0% | 4,597 | -2.5% | 0.00% | +50.0% |
| Q3 2018 | $237,000 | +5.8% | 4,714 | +5.8% | 0.00% | 0.0% |
| Q2 2018 | $224,000 | -1.3% | 4,457 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $227,000 | +7.1% | 4,457 | +11.0% | 0.00% | 0.0% |
| Q4 2017 | $212,000 | +1.9% | 4,014 | +1.6% | 0.00% | 0.0% |
| Q3 2017 | $208,000 | +2.0% | 3,952 | +3.9% | 0.00% | 0.0% |
| Q4 2016 | $204,000 | 0.0% | 3,802 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $204,000 | – | 3,802 | – | 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% |