ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 114 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,216 | -4.4% | 204 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,645 | -1.4% | 204 | 0.0% | 0.00% | -20.0% |
| Q1 2023 | $9,780 | +3.3% | 204 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $9,470 | +5.2% | 204 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $9,000 | -10.0% | 204 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $10,000 | -50.0% | 204 | -46.3% | 0.01% | -37.5% |
| Q1 2022 | $20,000 | -4.8% | 380 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $21,000 | 0.0% | 380 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $21,000 | -36.4% | 378 | -34.9% | 0.01% | -43.8% |
| Q2 2021 | $33,000 | -13.2% | 581 | -14.6% | 0.02% | -23.8% |
| Q1 2021 | $38,000 | -84.2% | 680 | -83.5% | 0.02% | -84.1% |
| Q4 2020 | $241,000 | -9.1% | 4,113 | -10.3% | 0.13% | -21.9% |
| Q3 2020 | $265,000 | -16.7% | 4,584 | -16.7% | 0.17% | -23.9% |
| Q2 2020 | $318,000 | – | 5,504 | – | 0.22% | – |
Download | ||||||
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% |