ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 130 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,141 | -3.0% | 5,327 | +1.5% | 0.00% | – |
| Q2 2023 | $247,506 | -1.4% | 5,246 | 0.0% | 0.00% | – |
| Q1 2023 | $250,969 | +4.2% | 5,246 | +0.9% | 0.00% | – |
| Q4 2022 | $240,844 | +18.1% | 5,199 | +22.9% | 0.00% | – |
| Q2 2022 | $204,000 | -6.8% | 4,231 | 0.0% | 0.00% | – |
| Q1 2022 | $219,000 | -34.4% | 4,231 | -29.0% | 0.00% | -100.0% |
| Q4 2021 | $334,000 | +28.5% | 5,955 | +29.0% | 0.00% | – |
| Q3 2021 | $260,000 | -0.8% | 4,617 | 0.0% | 0.00% | – |
| Q2 2021 | $262,000 | +2.3% | 4,617 | 0.0% | 0.00% | – |
| Q1 2021 | $256,000 | -7.2% | 4,617 | -2.2% | 0.00% | -100.0% |
| Q4 2020 | $276,000 | +1.1% | 4,719 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $273,000 | 0.0% | 4,719 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $273,000 | +5.0% | 4,719 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $260,000 | +2.0% | 4,719 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $255,000 | – | 4,672 | – | 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% |