ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 115 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,452,989 | -6.8% | 165,328 | -1.1% | 0.37% | -7.2% |
| Q1 2023 | $7,995,185 | -3.1% | 167,158 | -6.1% | 0.40% | +4.7% |
| Q4 2022 | $8,249,029 | +5.1% | 178,069 | +2.9% | 0.38% | -18.3% |
| Q3 2022 | $7,849,000 | -8.4% | 172,991 | -2.5% | 0.47% | -5.4% |
| Q2 2022 | $8,565,000 | -7.9% | 177,433 | -1.1% | 0.50% | +45.9% |
| Q1 2022 | $9,300,000 | -6.0% | 179,441 | +1.7% | 0.34% | -6.1% |
| Q4 2021 | $9,894,000 | – | 176,493 | – | 0.36% | – |
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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% |