ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 39 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q3 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 85 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -99.0% | 85 | -98.9% | 0.00% | -100.0% |
| Q4 2017 | $392,000 | +0.3% | 7,420 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $391,000 | +0.5% | 7,420 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $389,000 | +1.6% | 7,420 | 0.0% | 0.01% | +10.0% |
| Q1 2017 | $383,000 | +0.5% | 7,420 | 0.0% | 0.01% | -9.1% |
| Q4 2016 | $381,000 | +0.5% | 7,420 | +5.1% | 0.01% | 0.0% |
| Q3 2016 | $379,000 | +2.2% | 7,060 | +2.3% | 0.01% | -8.3% |
| Q2 2016 | $371,000 | +2.8% | 6,900 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $361,000 | +3.4% | 6,900 | 0.0% | 0.01% | +33.3% |
| Q4 2015 | $349,000 | -0.9% | 6,900 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $352,000 | +0.9% | 6,900 | 0.0% | 0.01% | +12.5% |
| Q2 2015 | $349,000 | – | 6,900 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 464,111 | $20,922,112 | 13.76% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 167,901 | $7,568,991 | 4.82% |
| PALLADIEM, LLC | 68,735 | $3,098,574 | 3.34% |
| Stratos Investment Management, LLC | 457,751 | $20,635,427 | 3.08% |
| LFA - Lugano Financial Advisors SA | 65,962 | $2,973,567 | 2.55% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 105,910 | $4,774,423 | 2.39% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 176,360 | $7,950,299 | 2.10% |
| Miracle Mile Advisors, LLC | 1,484,485 | $66,920,580 | 2.06% |
| ShoreHaven Wealth Partners, LLC | 55,481 | $2,501,083 | 1.72% |
| Treynor Bancshares, Inc. | 38,493 | $1,735,301 | 1.10% |