ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 112 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,333 | +3.6% | 1,538 | +8.4% | 0.00% | – |
| Q2 2023 | $66,948 | +7.6% | 1,419 | +9.2% | 0.00% | – |
| Q1 2023 | $62,192 | +3.3% | 1,300 | 0.0% | 0.00% | – |
| Q4 2022 | $60,223 | -79.2% | 1,300 | -79.7% | 0.00% | -100.0% |
| Q3 2022 | $290,000 | -6.1% | 6,392 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $309,000 | +135.9% | 6,392 | +152.5% | 0.00% | – |
| Q1 2022 | $131,000 | -7.7% | 2,531 | 0.0% | 0.00% | – |
| Q4 2021 | $142,000 | +94.5% | 2,531 | +94.7% | 0.00% | – |
| Q3 2021 | $73,000 | -14.1% | 1,300 | -13.4% | 0.00% | – |
| Q2 2021 | $85,000 | +2.4% | 1,502 | 0.0% | 0.00% | – |
| Q1 2021 | $83,000 | -5.7% | 1,502 | 0.0% | 0.00% | – |
| Q4 2020 | $88,000 | +1.1% | 1,502 | 0.0% | 0.00% | – |
| Q3 2020 | $87,000 | +16.0% | 1,502 | +15.5% | 0.00% | – |
| Q2 2020 | $75,000 | +4.2% | 1,300 | 0.0% | 0.00% | – |
| Q1 2020 | $72,000 | +1.4% | 1,300 | 0.0% | 0.00% | – |
| Q4 2019 | $71,000 | 0.0% | 1,300 | 0.0% | 0.00% | – |
| Q3 2019 | $71,000 | +1.4% | 1,300 | 0.0% | 0.00% | – |
| Q2 2019 | $70,000 | +2.9% | 1,300 | 0.0% | 0.00% | – |
| Q1 2019 | $68,000 | +4.6% | 1,300 | 0.0% | 0.00% | – |
| Q4 2018 | $65,000 | -1.5% | 1,300 | 0.0% | 0.00% | – |
| Q3 2018 | $66,000 | 0.0% | 1,300 | 0.0% | 0.00% | – |
| Q2 2018 | $66,000 | – | 1,300 | – | 0.00% | – |
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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% |