ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 42 filers reported holding ISHARES TR in Q2 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 ↓ |
|---|---|---|---|
| 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% |