ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 103 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,725 | -4.5% | 127 | 0.0% | 0.00% | – |
| Q2 2023 | $5,992 | -17.6% | 127 | -16.4% | 0.00% | – |
| Q1 2023 | $7,272 | +3.3% | 152 | 0.0% | 0.00% | – |
| Q4 2022 | $7,042 | +17.4% | 152 | 0.0% | 0.00% | – |
| Q3 2022 | $6,000 | -14.3% | 152 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | 0.0% | 152 | 0.0% | 0.00% | – |
| Q1 2022 | $7,000 | -36.4% | 152 | -23.6% | 0.00% | – |
| Q4 2021 | $11,000 | 0.0% | 199 | 0.0% | 0.00% | – |
| Q3 2021 | $11,000 | -8.3% | 199 | -7.0% | 0.00% | – |
| Q2 2021 | $12,000 | +9.1% | 214 | 0.0% | 0.00% | – |
| Q1 2021 | $11,000 | 0.0% | 214 | 0.0% | 0.00% | – |
| Q4 2020 | $11,000 | -8.3% | 214 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $12,000 | 0.0% | 214 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $12,000 | +71.4% | 214 | +50.7% | 0.00% | – |
| Q1 2020 | $7,000 | +75.0% | 142 | +57.8% | 0.00% | – |
| Q4 2019 | $4,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | -92.7% | 90 | -91.3% | 0.00% | -100.0% |
| Q3 2016 | $55,000 | 0.0% | 1,030 | 0.0% | 0.01% | -12.5% |
| Q2 2016 | $55,000 | +3.8% | 1,030 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $53,000 | – | 1,030 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Management, Inc. | 22,083 | $2,653,000 | 0.81% |
| Venturi Wealth Management, LLC | 76,960 | $4,067,000 | 0.78% |
| PFG Advisors | 10,865 | $574,000 | 0.60% |
| RKL Wealth Management LLC | 22,197 | $1,173,000 | 0.29% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 288,885 | $15,265,000 | 0.12% |
| Wellesley Investment Partners, LLC | 10,912 | $576,000 | 0.11% |
| Verdence Capital Advisors LLC | 6,500 | $343,000 | 0.08% |
| Snowden Capital Advisors LLC | 7,570 | $399,999 | 0.06% |
| WealthTrust-Arizona, LLC | 1,183 | $63,000 | 0.03% |
| Midwest Professional Planners, LTD. | 517 | $27,000 | 0.02% |