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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 294,525 | $17,236,000 | 11.42% |
| Curi Wealth Management, LLC | 128,353 | $7,511,000 | 5.43% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,243 | $190,000 | 4.43% |
| ATTICUS WEALTH MANAGEMENT, LLC | 125,601 | $7,350,000 | 3.70% |
| LFA - Lugano Financial Advisors SA | 71,405 | $4,179,000 | 3.24% |
| VALICENTI ADVISORY SERVICES INC | 164,496 | $9,626,000 | 3.12% |
| Lowe Wealth Advisors, LLC | 97,107 | $5,683,000 | 2.89% |
| MACRO Consulting Group | 84,603 | $4,955,000 | 2.87% |
| Mascoma Wealth Management LLC | 82,509 | $4,828,000 | 2.42% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 124,206 | $7,269,000 | 2.07% |