Compass Ion Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Compass Ion Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$331,511
-98.9%
7,354
-98.9%
0.06%
-99.3%
Q2 2023$30,558,896
-6.1%
647,709
-4.8%
7.76%
-5.5%
Q1 2023$32,531,767680,0128.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 304,784$17,327,00010.49%
HATTON CONSULTING, INC. 150,350$8,547,0006.70%
Curi Wealth Management, LLC 193,643$11,008,0005.52%
VALICENTI ADVISORY SERVICES INC 178,481$10,147,0002.81%
MACRO Consulting Group 90,947$5,171,0002.66%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 161,561$9,185,0002.31%
LFA - Lugano Financial Advisors SA 58,670$3,335,0002.10%
Lowe Wealth Advisors, LLC 75,874$4,313,0002.06%
Portland Global Advisors LLC 133,683$7,600,0001.47%
KCS Wealth Advisory 54,291$3,086,0001.45%
View complete list of ISHARES TR shareholders