Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 106 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,127
-99.7%
25
-99.7%
0.00%
-100.0%
Q4 2022$348,318
+444.2%
7,519
+436.7%
0.01%
+450.0%
Q3 2022$64,0001,4010.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
STERLING INVESTMENT ADVISORS LLC /ADV 208,884$11,518,00010.66%
Watson Rebecca 70,680$4,002,0002.77%
LFA - Lugano Financial Advisors SA 51,973$2,902,0002.61%
SeaBridge Investment Advisors LLC 76,325$4,209,0001.93%
VALICENTI ADVISORY SERVICES INC 68,091$3,755,0001.88%
FinTrust Capital Advisors, LLC 66,044$3,642,0001.76%
Wealthcare Advisory Partners LLC 206,560$11,390,0001.67%
BAILARD, INC. 395,414$21,803,0001.55%
Laidlaw Wealth Management LLC 40,095$2,211,0001.45%
KCS Wealth Advisory 23,787$1,312,0001.33%
View complete list of ISHARES TR shareholders