ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 122 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $600,000 | -7.6% | 11,580 | 0.0% | 0.32% | -15.7% |
| Q4 2021 | $649,000 | -2.6% | 11,580 | -2.1% | 0.38% | -13.6% |
| Q3 2021 | $666,000 | -10.6% | 11,825 | -9.7% | 0.43% | -10.3% |
| Q2 2021 | $745,000 | +1.2% | 13,100 | -1.3% | 0.48% | -6.9% |
| Q1 2021 | $736,000 | -6.0% | 13,275 | -0.7% | 0.52% | -4.2% |
| Q4 2020 | $783,000 | – | 13,375 | – | 0.54% | – |
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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% |