ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 78 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Lenox Wealth Management, Inc. | 22,083 | $2,653,000 | 0.81% |
| Venturi Wealth Management, LLC | 76,960 | $4,067,000 | 0.78% |
| PFG Advisors | 10,865 | $574,000 | 0.60% |
| RKL Wealth Management LLC | 22,197 | $1,173,000 | 0.29% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 288,885 | $15,265,000 | 0.12% |
| Wellesley Investment Partners, LLC | 10,912 | $576,000 | 0.11% |
| Verdence Capital Advisors LLC | 6,500 | $343,000 | 0.08% |
| Snowden Capital Advisors LLC | 7,570 | $399,999 | 0.06% |
| WealthTrust-Arizona, LLC | 1,183 | $63,000 | 0.03% |
| Midwest Professional Planners, LTD. | 517 | $27,000 | 0.02% |