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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $8,000 | – | 159 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2020 | $83,000 | -53.4% | 1,422 | -53.7% | 0.00% | -72.7% |
| Q3 2020 | $178,000 | +1.7% | 3,069 | +0.6% | 0.01% | -21.4% |
| Q2 2020 | $175,000 | +4.2% | 3,051 | -1.8% | 0.01% | -17.6% |
| Q1 2020 | $168,000 | -14.7% | 3,108 | -13.7% | 0.02% | +13.3% |
| Q4 2019 | $197,000 | -11.3% | 3,602 | -11.5% | 0.02% | 0.0% |
| Q3 2019 | $222,000 | +722.2% | 4,068 | +656.1% | 0.02% | +650.0% |
| Q4 2018 | $27,000 | 0.0% | 538 | 0.0% | 0.00% | +100.0% |
| Q3 2018 | $27,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $27,000 | -3.6% | 538 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $28,000 | 0.0% | 538 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $28,000 | -9.7% | 538 | -8.2% | 0.00% | 0.0% |
| Q3 2017 | $31,000 | +34.8% | 586 | +30.8% | 0.00% | 0.0% |
| Q2 2017 | $23,000 | 0.0% | 448 | +0.2% | 0.00% | 0.0% |
| Q1 2017 | $23,000 | +76.9% | 447 | +81.0% | 0.00% | 0.0% |
| Q4 2016 | $13,000 | +18.2% | 247 | +23.5% | 0.00% | 0.0% |
| Q3 2016 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $11,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 235,414 | $12,202,000 | 7.22% |
| Long Run Wealth Advisors, LLC | 264,803 | $13,719,000 | 4.79% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 183,348 | $9,503,000 | 2.35% |
| Curi Wealth Management, LLC | 248,562 | $12,883,000 | 2.23% |
| KCS Wealth Advisory | 71,167 | $3,689,000 | 1.71% |
| VALICENTI ADVISORY SERVICES INC | 112,596 | $5,836,000 | 1.53% |
| LFA - Lugano Financial Advisors SA | 42,171 | $2,187,000 | 1.46% |
| Astoria Portfolio Advisors LLC. | 32,135 | $1,666,000 | 1.30% |
| Lowe Wealth Advisors, LLC | 54,376 | $2,818,000 | 1.28% |
| Portland Global Advisors LLC | 125,793 | $6,520,000 | 1.12% |