ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 78 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $109,000 | -0.9% | 2,000 | 0.0% | 0.00% | – |
| Q3 2019 | $110,000 | +1.9% | 2,000 | 0.0% | 0.00% | – |
| Q2 2019 | $108,000 | +3.8% | 2,000 | 0.0% | 0.00% | – |
| Q1 2019 | $104,000 | +4.0% | 2,000 | 0.0% | 0.00% | – |
| Q4 2018 | $100,000 | -5.7% | 2,000 | -4.8% | 0.00% | – |
| Q3 2018 | $106,000 | -15.9% | 2,100 | -16.0% | 0.00% | – |
| Q2 2018 | $126,000 | -5.3% | 2,500 | -3.8% | 0.00% | – |
| Q1 2018 | $133,000 | -18.9% | 2,600 | -16.1% | 0.00% | – |
| Q4 2017 | $164,000 | 0.0% | 3,100 | 0.0% | 0.00% | – |
| Q3 2017 | $164,000 | +0.6% | 3,100 | 0.0% | 0.00% | – |
| Q2 2017 | $163,000 | +17.3% | 3,100 | +14.8% | 0.00% | – |
| Q1 2017 | $139,000 | -6.7% | 2,700 | -6.9% | 0.00% | – |
| Q4 2016 | $149,000 | +6.4% | 2,900 | +11.5% | 0.00% | – |
| Q3 2016 | $140,000 | 0.0% | 2,600 | 0.0% | 0.00% | – |
| Q2 2016 | $140,000 | -4.8% | 2,600 | -7.1% | 0.00% | – |
| Q1 2016 | $147,000 | +7250.0% | 2,800 | +6900.0% | 0.00% | – |
| Q1 2015 | $2,000 | -96.3% | 40 | -96.2% | 0.00% | – |
| Q4 2014 | $54,000 | +2600.0% | 1,040 | +2500.0% | 0.00% | – |
| Q3 2014 | $2,000 | 0.0% | 40 | 0.0% | 0.00% | – |
| Q2 2014 | $2,000 | – | 40 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 235,414 | $12,202,000 | 7.22% |
| Long Run Wealth Advisors, LLC | 264,803 | $13,719,000 | 4.79% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 183,348 | $9,503,000 | 2.35% |
| Curi Wealth Management, LLC | 248,562 | $12,883,000 | 2.23% |
| KCS Wealth Advisory | 71,167 | $3,689,000 | 1.71% |
| VALICENTI ADVISORY SERVICES INC | 112,596 | $5,836,000 | 1.53% |
| LFA - Lugano Financial Advisors SA | 42,171 | $2,187,000 | 1.46% |
| Astoria Portfolio Advisors LLC. | 32,135 | $1,666,000 | 1.30% |
| Lowe Wealth Advisors, LLC | 54,376 | $2,818,000 | 1.28% |
| Portland Global Advisors LLC | 125,793 | $6,520,000 | 1.12% |