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 2022 | $279,000 | -7.6% | 5,390 | 0.0% | 0.09% | -6.1% |
| Q4 2021 | $302,000 | +1.0% | 5,390 | +1.7% | 0.10% | -9.3% |
| Q3 2021 | $299,000 | -0.7% | 5,300 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $301,000 | +2.4% | 5,300 | 0.0% | 0.11% | -2.7% |
| Q1 2021 | $294,000 | -5.2% | 5,300 | 0.0% | 0.11% | -8.3% |
| Q4 2020 | $310,000 | -41.7% | 5,300 | -42.4% | 0.12% | -43.7% |
| Q3 2020 | $532,000 | -0.2% | 9,205 | -0.1% | 0.22% | -6.1% |
| Q2 2020 | $533,000 | +139.0% | 9,217 | +127.9% | 0.23% | +108.2% |
| Q1 2020 | $223,000 | +1.4% | 4,045 | +0.4% | 0.11% | +23.6% |
| Q4 2019 | $220,000 | – | 4,028 | – | 0.09% | – |
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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% |