Pacific Wealth Management - ISHARES TR ownership

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
Pacific Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,922,112
-2.6%
464,111
+1.9%
13.76%
-1.5%
Q2 2023$21,485,506
-4.0%
455,394
-2.6%
13.97%
-2.7%
Q1 2023$22,371,631
+53.4%
467,634
+48.5%
14.37%
+34.0%
Q4 2022$14,585,969314,86210.72%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lenox Wealth Management, Inc. 22,083$2,653,0000.81%
Venturi Wealth Management, LLC 76,960$4,067,0000.78%
PFG Advisors 10,865$574,0000.60%
RKL Wealth Management LLC 22,197$1,173,0000.29%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 288,885$15,265,0000.12%
Wellesley Investment Partners, LLC 10,912$576,0000.11%
Verdence Capital Advisors LLC 6,500$343,0000.08%
Snowden Capital Advisors LLC 7,570$399,9990.06%
WealthTrust-Arizona, LLC 1,183$63,0000.03%
Midwest Professional Planners, LTD. 517$27,0000.02%
View complete list of ISHARES TR shareholders