ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 122 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $32,319 | -1.4% | 685 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $32,771 | +3.3% | 685 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $31,733 | +2.4% | 685 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $31,000 | -6.1% | 685 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $33,000 | -8.3% | 685 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -5.3% | 685 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | -2.6% | 685 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $39,000 | 0.0% | 685 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $39,000 | +2.6% | 685 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $38,000 | -5.0% | 685 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $40,000 | 0.0% | 685 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $40,000 | 0.0% | 685 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $40,000 | +5.3% | 685 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $38,000 | +2.7% | 685 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $37,000 | -2.6% | 685 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $38,000 | +2.7% | 685 | 0.0% | 0.01% | +14.3% |
| Q2 2019 | $37,000 | +2.8% | 685 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $36,000 | +5.9% | 685 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $34,000 | -2.9% | 685 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $35,000 | 0.0% | 685 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | – | 685 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 294,525 | $17,236,000 | 11.42% |
| Curi Wealth Management, LLC | 128,353 | $7,511,000 | 5.43% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,243 | $190,000 | 4.43% |
| ATTICUS WEALTH MANAGEMENT, LLC | 125,601 | $7,350,000 | 3.70% |
| LFA - Lugano Financial Advisors SA | 71,405 | $4,179,000 | 3.24% |
| VALICENTI ADVISORY SERVICES INC | 164,496 | $9,626,000 | 3.12% |
| Lowe Wealth Advisors, LLC | 97,107 | $5,683,000 | 2.89% |
| MACRO Consulting Group | 84,603 | $4,955,000 | 2.87% |
| Mascoma Wealth Management LLC | 82,509 | $4,828,000 | 2.42% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 124,206 | $7,269,000 | 2.07% |