ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 106 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,847,478 | +10.4% | 63,165 | +15.5% | 0.00% | 0.0% |
| Q2 2023 | $2,580,369 | -7.5% | 54,692 | -6.2% | 0.00% | 0.0% |
| Q1 2023 | $2,788,498 | +11.4% | 58,288 | +7.8% | 0.00% | 0.0% |
| Q4 2022 | $2,503,820 | +2.1% | 54,049 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $2,452,000 | -14.9% | 54,049 | -9.4% | 0.00% | 0.0% |
| Q2 2022 | $2,881,000 | – | 59,689 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 294,525 | $17,236,000 | 11.42% |
| Curi Wealth Management, LLC | 128,353 | $7,511,000 | 5.43% |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 3,243 | $190,000 | 4.43% |
| ATTICUS WEALTH MANAGEMENT, LLC | 125,601 | $7,350,000 | 3.70% |
| LFA - Lugano Financial Advisors SA | 71,405 | $4,179,000 | 3.24% |
| VALICENTI ADVISORY SERVICES INC | 164,496 | $9,626,000 | 3.12% |
| Lowe Wealth Advisors, LLC | 97,107 | $5,683,000 | 2.89% |
| MACRO Consulting Group | 84,603 | $4,955,000 | 2.87% |
| Mascoma Wealth Management LLC | 82,509 | $4,828,000 | 2.42% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 124,206 | $7,269,000 | 2.07% |