ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 111 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $18,212 | -1.4% | 386 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,467 | +3.3% | 386 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,881 | +37.5% | 386 | +51.4% | 0.00% | 0.0% |
| Q1 2022 | $13,000 | -7.1% | 255 | -6.2% | 0.00% | -33.3% |
| Q3 2015 | $14,000 | +250.0% | 272 | +244.3% | 0.00% | +200.0% |
| Q2 2015 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $4,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $4,000 | – | 79 | – | 0.00% | – |
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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% |