PALLADIEM, 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
PALLADIEM, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,098,574
+5.5%
68,735
+10.4%
3.34%
+10.7%
Q2 2023$2,937,663
+169.0%
62,265
+224.2%
3.02%
+242.6%
Q2 2021$1,092,000
-0.3%
19,206
-2.8%
0.88%
-7.6%
Q1 2021$1,095,000
-15.1%
19,753
-10.4%
0.96%
-20.9%
Q4 2020$1,290,00022,0481.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 235,414$12,202,0007.22%
Long Run Wealth Advisors, LLC 264,803$13,719,0004.79%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 183,348$9,503,0002.35%
Curi Wealth Management, LLC 248,562$12,883,0002.23%
KCS Wealth Advisory 71,167$3,689,0001.71%
VALICENTI ADVISORY SERVICES INC 112,596$5,836,0001.53%
LFA - Lugano Financial Advisors SA 42,171$2,187,0001.46%
Astoria Portfolio Advisors LLC. 32,135$1,666,0001.30%
Lowe Wealth Advisors, LLC 54,376$2,818,0001.28%
Portland Global Advisors LLC 125,793$6,520,0001.12%
View complete list of ISHARES TR shareholders