ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 130 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,604 | -4.5% | 1,544 | 0.0% | 0.00% | – |
| Q2 2023 | $72,846 | +158260.9% | 1,544 | +154300.0% | 0.00% | – |
| Q4 2022 | $46 | -99.6% | 1 | -99.6% | 0.00% | – |
| Q3 2022 | $11,000 | – | 237 | +23600.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -99.4% | 0.00% | – |
| Q1 2022 | $9,000 | -35.7% | 177 | -28.6% | 0.00% | – |
| Q4 2021 | $14,000 | 0.0% | 248 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | +366.7% | 248 | +350.9% | 0.00% | – |
| Q2 2021 | $3,000 | -40.0% | 55 | -46.1% | 0.00% | – |
| Q1 2021 | $5,000 | -78.3% | 102 | -74.0% | 0.00% | – |
| Q4 2020 | $23,000 | +9.5% | 393 | +7.1% | 0.00% | – |
| Q3 2020 | $21,000 | +950.0% | 367 | +1259.3% | 0.00% | – |
| Q2 2020 | $2,000 | -81.8% | 27 | -85.9% | 0.00% | – |
| Q1 2020 | $11,000 | +83.3% | 192 | +68.4% | 0.00% | – |
| Q4 2019 | $6,000 | +200.0% | 114 | +178.0% | 0.00% | – |
| Q3 2018 | $2,000 | – | 41 | – | 0.00% | – |
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% |