ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $419,455 | -13.6% | 9,305 | -9.5% | 0.24% | -23.9% |
Q2 2023 | $485,278 | -13.5% | 10,286 | -12.3% | 0.31% | -16.0% |
Q1 2023 | $561,148 | +1.3% | 11,730 | -2.0% | 0.37% | -1.9% |
Q4 2022 | $554,000 | +3.2% | 11,967 | +1.0% | 0.38% | -14.0% |
Q3 2022 | $537,000 | -6.0% | 11,847 | +0.1% | 0.44% | -9.2% |
Q2 2022 | $571,000 | -5.3% | 11,837 | +1.8% | 0.48% | +9.1% |
Q1 2022 | $603,000 | -5.5% | 11,631 | +2.1% | 0.44% | -6.2% |
Q4 2021 | $638,000 | – | 11,389 | – | 0.47% | – |
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% |