ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 21 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $338,000 | -74.4% | 6,436 | -74.8% | 0.01% | -75.7% |
| Q1 2017 | $1,321,000 | -6.6% | 25,582 | -7.1% | 0.04% | +5.7% |
| Q4 2016 | $1,414,000 | -83.7% | 27,537 | -82.9% | 0.04% | -83.0% |
| Q3 2016 | $8,674,000 | +2820.5% | 161,468 | +2756.3% | 0.21% | +3333.3% |
| Q1 2015 | $297,000 | -54.0% | 5,653 | -55.5% | 0.01% | -25.0% |
| Q1 2014 | $646,000 | -30.8% | 12,717 | -32.1% | 0.01% | -20.0% |
| Q4 2013 | $933,000 | -31.9% | 18,731 | -32.0% | 0.01% | -41.2% |
| Q3 2013 | $1,371,000 | – | 27,543 | – | 0.02% | – |
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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% |