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 2019 | $509,000 | -6.1% | 9,311 | -5.8% | 0.00% | 0.0% |
| Q3 2019 | $542,000 | -5.1% | 9,882 | -7.0% | 0.00% | 0.0% |
| Q2 2019 | $571,000 | +2.1% | 10,622 | -0.9% | 0.00% | -20.0% |
| Q1 2019 | $559,000 | +4.5% | 10,717 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $535,000 | +1.3% | 10,696 | +2.1% | 0.01% | 0.0% |
| Q3 2018 | $528,000 | +17.3% | 10,472 | +17.3% | 0.01% | -16.7% |
| Q2 2018 | $450,000 | -2.8% | 8,926 | -1.3% | 0.01% | 0.0% |
| Q1 2018 | $463,000 | -15.8% | 9,042 | -13.1% | 0.01% | -14.3% |
| Q4 2017 | $550,000 | +1.1% | 10,402 | +0.8% | 0.01% | -22.2% |
| Q3 2017 | $544,000 | +16.0% | 10,323 | +15.5% | 0.01% | +12.5% |
| Q2 2017 | $469,000 | +4.0% | 8,937 | +2.3% | 0.01% | -11.1% |
| Q1 2017 | $451,000 | +4.6% | 8,732 | +4.1% | 0.01% | -10.0% |
| Q4 2016 | $431,000 | +4.9% | 8,386 | +9.5% | 0.01% | 0.0% |
| Q3 2016 | $411,000 | +25.7% | 7,658 | +25.0% | 0.01% | +11.1% |
| Q2 2016 | $327,000 | – | 6,127 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 235,414 | $12,202,000 | 7.22% |
| Long Run Wealth Advisors, LLC | 264,803 | $13,719,000 | 4.79% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 183,348 | $9,503,000 | 2.35% |
| Curi Wealth Management, LLC | 248,562 | $12,883,000 | 2.23% |
| KCS Wealth Advisory | 71,167 | $3,689,000 | 1.71% |
| VALICENTI ADVISORY SERVICES INC | 112,596 | $5,836,000 | 1.53% |
| LFA - Lugano Financial Advisors SA | 42,171 | $2,187,000 | 1.46% |
| Astoria Portfolio Advisors LLC. | 32,135 | $1,666,000 | 1.30% |
| Lowe Wealth Advisors, LLC | 54,376 | $2,818,000 | 1.28% |
| Portland Global Advisors LLC | 125,793 | $6,520,000 | 1.12% |