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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,212,122 | -88.0% | 25,337 | -88.6% | 0.00% | -100.0% |
| Q3 2022 | $10,094,000 | +441.5% | 222,475 | +476.1% | 0.00% | – |
| Q2 2022 | $1,864,000 | -86.7% | 38,615 | -85.7% | 0.00% | -100.0% |
| Q1 2022 | $13,996,000 | +17.8% | 270,035 | +27.4% | 0.00% | +50.0% |
| Q4 2021 | $11,878,000 | +5.3% | 211,877 | +5.8% | 0.00% | 0.0% |
| Q3 2021 | $11,285,000 | -34.9% | 200,334 | -34.3% | 0.00% | -50.0% |
| Q2 2021 | $17,340,000 | +189.1% | 305,016 | +181.9% | 0.00% | +300.0% |
| Q1 2021 | $5,998,000 | -61.3% | 108,208 | -59.1% | 0.00% | -75.0% |
| Q4 2020 | $15,497,000 | -82.2% | 264,813 | -82.4% | 0.00% | -84.0% |
| Q3 2020 | $86,872,000 | +20485.8% | 1,502,196 | +19421.7% | 0.02% | – |
| Q3 2019 | $422,000 | -84.5% | 7,695 | -84.8% | 0.00% | -100.0% |
| Q2 2019 | $2,720,000 | – | 50,597 | – | 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% |