ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 122 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $4,239,000 | -30.5% | 75,621 | -30.2% | 0.95% | -30.7% |
| Q3 2021 | $6,099,000 | -36.1% | 108,277 | -36.3% | 1.37% | -0.5% |
| Q2 2021 | $9,548,000 | +47.7% | 169,931 | +45.7% | 1.38% | -14.3% |
| Q1 2021 | $6,466,000 | +8.0% | 116,652 | +14.1% | 1.60% | -1.6% |
| Q4 2020 | $5,985,000 | -30.8% | 102,266 | +38.6% | 1.63% | -39.6% |
| Q3 2020 | $8,654,000 | +180.8% | 73,807 | +38.5% | 2.70% | +154.7% |
| Q2 2020 | $3,082,000 | – | 53,279 | – | 1.06% | – |
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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% |