ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $48 | -99.9% | 1 | -99.9% | 0.00% | – |
Q2 2022 | $51,000 | -5.6% | 1,044 | 0.0% | 0.00% | – |
Q1 2022 | $54,000 | -8.5% | 1,044 | 0.0% | 0.00% | – |
Q4 2021 | $59,000 | -1.7% | 1,044 | 0.0% | 0.00% | – |
Q3 2021 | $60,000 | +1.7% | 1,044 | 0.0% | 0.00% | – |
Q2 2021 | $59,000 | -99.9% | 1,044 | -99.9% | 0.00% | -100.0% |
Q2 2020 | $45,726,000 | +914420.0% | 781,910 | +781810.0% | 0.04% | – |
Q1 2019 | $5,000 | +150.0% | 100 | +156.4% | 0.00% | – |
Q2 2014 | $2,000 | -91.7% | 39 | -92.0% | 0.00% | – |
Q4 2013 | $24,000 | – | 490 | – | 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% |