ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 46 filers reported holding ISHARES TR in Q4 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 ↓ |
|---|---|---|---|
| Lenox Wealth Management, Inc. | 22,083 | $2,653,000 | 0.81% |
| Venturi Wealth Management, LLC | 76,960 | $4,067,000 | 0.78% |
| PFG Advisors | 10,865 | $574,000 | 0.60% |
| RKL Wealth Management LLC | 22,197 | $1,173,000 | 0.29% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 288,885 | $15,265,000 | 0.12% |
| Wellesley Investment Partners, LLC | 10,912 | $576,000 | 0.11% |
| Verdence Capital Advisors LLC | 6,500 | $343,000 | 0.08% |
| Snowden Capital Advisors LLC | 7,570 | $399,999 | 0.06% |
| WealthTrust-Arizona, LLC | 1,183 | $63,000 | 0.03% |
| Midwest Professional Planners, LTD. | 517 | $27,000 | 0.02% |