ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 35 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,922 | -88.9% | 87 | -88.4% | 0.00% | -100.0% |
| Q2 2023 | $35,244 | +746.6% | 747 | +758.6% | 0.00% | – |
| Q1 2023 | $4,163 | -99.4% | 87 | -99.4% | 0.00% | -100.0% |
| Q1 2018 | $700,000 | -82.8% | 13,680 | -82.2% | 0.14% | -82.7% |
| Q4 2017 | $4,067,000 | +2.1% | 76,960 | +1.7% | 0.78% | -7.6% |
| Q3 2017 | $3,985,000 | -1.0% | 75,659 | -1.4% | 0.84% | -7.9% |
| Q2 2017 | $4,024,000 | -8.6% | 76,722 | -9.0% | 0.92% | -10.1% |
| Q1 2017 | $4,405,000 | -3.6% | 84,299 | -5.2% | 1.02% | -20.7% |
| Q4 2016 | $4,568,000 | +0.2% | 88,949 | +4.9% | 1.28% | -15.2% |
| Q3 2016 | $4,557,000 | +16.0% | 84,820 | +15.9% | 1.51% | +13.4% |
| Q2 2016 | $3,929,000 | +25.8% | 73,165 | +22.8% | 1.34% | +14.5% |
| Q1 2016 | $3,123,000 | – | 59,604 | – | 1.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 467,634 | $22,371,631 | 14.37% |
| Compass Ion Advisors, LLC | 680,012 | $32,531,767 | 8.21% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 144,155 | $6,896,390 | 4.46% |
| Stratos Investment Management, LLC | 385,923 | $18,462,601 | 3.11% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 161,694 | $7,735,431 | 2.07% |
| ShoreHaven Wealth Partners, LLC | 57,993 | $2,774,385 | 1.95% |
| LFA - Lugano Financial Advisors SA | 48,090 | $2,300,626 | 1.74% |
| SeaBridge Investment Advisors LLC | 77,607 | $3,712,719 | 1.30% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 53,982 | $2,582,499 | 1.23% |
| VALICENTI ADVISORY SERVICES INC | 70,231 | $3,360 | 1.12% |