ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 124 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $243,071 | +0.3% | 5,392 | +5.0% | 0.00% | – |
Q2 2023 | $242,363 | -1.4% | 5,137 | 0.0% | 0.00% | – |
Q1 2023 | $245,754 | -48.0% | 5,137 | -49.7% | 0.00% | -100.0% |
Q4 2022 | $472,794 | +6.7% | 10,206 | +32.9% | 0.00% | – |
Q4 2021 | $443,000 | +90.1% | 7,682 | +83.1% | 0.00% | – |
Q1 2021 | $233,000 | -64.3% | 4,196 | -62.4% | 0.00% | -100.0% |
Q4 2020 | $653,000 | -19.5% | 11,154 | -20.4% | 0.00% | 0.0% |
Q3 2020 | $811,000 | +32.7% | 14,019 | +32.7% | 0.00% | 0.0% |
Q2 2020 | $611,000 | – | 10,565 | – | 0.00% | – |
Download |
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% |