ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 45 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $346,000 | -76.4% | 6,866 | -76.4% | 0.00% | -81.8% |
| Q2 2018 | $1,467,000 | -21.7% | 29,089 | -20.6% | 0.01% | -21.4% |
| Q1 2018 | $1,874,000 | -87.7% | 36,643 | -87.3% | 0.01% | -88.4% |
| Q4 2017 | $15,265,000 | +48.1% | 288,885 | +47.9% | 0.12% | +39.1% |
| Q3 2017 | $10,307,000 | +543.0% | 195,288 | +529.1% | 0.09% | +480.0% |
| Q1 2017 | $1,603,000 | – | 31,043 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 304,784 | $17,327,000 | 10.49% |
| HATTON CONSULTING, INC. | 150,350 | $8,547,000 | 6.70% |
| Curi Wealth Management, LLC | 193,643 | $11,008,000 | 5.52% |
| VALICENTI ADVISORY SERVICES INC | 178,481 | $10,147,000 | 2.81% |
| MACRO Consulting Group | 90,947 | $5,171,000 | 2.66% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 161,561 | $9,185,000 | 2.31% |
| LFA - Lugano Financial Advisors SA | 58,670 | $3,335,000 | 2.10% |
| Lowe Wealth Advisors, LLC | 75,874 | $4,313,000 | 2.06% |
| Portland Global Advisors LLC | 133,683 | $7,600,000 | 1.47% |
| KCS Wealth Advisory | 54,291 | $3,086,000 | 1.45% |