ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,963 | -4.4% | 221 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $10,427 | -1.4% | 221 | 0.0% | 0.01% | -14.3% |
Q1 2023 | $10,573 | +3.3% | 221 | 0.0% | 0.01% | -12.5% |
Q4 2022 | $10,238 | +2.4% | 221 | 0.0% | 0.01% | +14.3% |
Q3 2022 | $10,000 | -9.1% | 221 | 0.0% | 0.01% | -12.5% |
Q2 2022 | $11,000 | 0.0% | 221 | 0.0% | 0.01% | +33.3% |
Q1 2022 | $11,000 | -8.3% | 221 | 0.0% | 0.01% | -14.3% |
Q4 2021 | $12,000 | 0.0% | 221 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $12,000 | -7.7% | 221 | 0.0% | 0.01% | -12.5% |
Q2 2021 | $13,000 | +8.3% | 221 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $12,000 | -7.7% | 221 | 0.0% | 0.01% | -11.1% |
Q4 2020 | $13,000 | 0.0% | 221 | 0.0% | 0.01% | -18.2% |
Q3 2020 | $13,000 | 0.0% | 221 | 0.0% | 0.01% | -8.3% |
Q2 2020 | $13,000 | +8.3% | 221 | 0.0% | 0.01% | -14.3% |
Q1 2020 | $12,000 | 0.0% | 221 | 0.0% | 0.01% | +27.3% |
Q4 2019 | $12,000 | – | 221 | – | 0.01% | – |
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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% |