ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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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% |