Cetera Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 108 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cetera Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$879,511
+7.9%
19,510
+13.0%
0.01%
+7.7%
Q2 2023$814,940
+15.2%
17,273
+16.8%
0.01%
+8.3%
Q1 2023$707,554
-4.3%
14,790
-7.4%
0.01%
-7.7%
Q4 2022$739,671
+17.2%
15,967
+14.7%
0.01%
-23.5%
Q3 2022$631,000
-9.3%
13,918
-3.5%
0.02%
+6.2%
Q2 2022$696,000
-4.3%
14,417
+2.8%
0.02%
+6.7%
Q1 2022$727,000
-36.7%
14,030
-31.5%
0.02%
-34.8%
Q4 2021$1,148,000
-0.3%
20,474
+0.1%
0.02%
+4.5%
Q3 2021$1,152,000
-10.9%
20,450
-10.1%
0.02%
-29.0%
Q2 2021$1,293,000
+10.9%
22,738
+8.1%
0.03%
-3.1%
Q1 2021$1,166,000
-0.2%
21,039
+5.4%
0.03%
-13.5%
Q4 2020$1,168,000
+9.0%
19,964
+7.7%
0.04%
-7.5%
Q3 2020$1,072,000
+28.4%
18,545
+28.5%
0.04%
+11.1%
Q2 2020$835,000
+8.0%
14,430
+2.9%
0.04%
-12.2%
Q1 2020$773,000
-10.4%
14,020
-11.3%
0.04%
+10.8%
Q4 2019$863,000
-0.5%
15,801
-0.1%
0.04%
-2.6%
Q3 2019$867,000
+4.0%
15,814
+1.9%
0.04%
+2.7%
Q2 2019$834,00015,5250.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 208,884$11,518,00010.66%
Watson Rebecca 70,680$4,002,0002.77%
LFA - Lugano Financial Advisors SA 51,973$2,902,0002.61%
SeaBridge Investment Advisors LLC 76,325$4,209,0001.93%
VALICENTI ADVISORY SERVICES INC 68,091$3,755,0001.88%
FinTrust Capital Advisors, LLC 66,044$3,642,0001.76%
Wealthcare Advisory Partners LLC 206,560$11,390,0001.67%
BAILARD, INC. 395,414$21,803,0001.55%
Laidlaw Wealth Management LLC 40,095$2,211,0001.45%
KCS Wealth Advisory 23,787$1,312,0001.33%
View complete list of ISHARES TR shareholders