ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 21 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $109,000 | +70.3% | 1,913 | +66.3% | 0.00% | – |
| Q1 2021 | $64,000 | +2033.3% | 1,150 | +1754.8% | 0.00% | – |
| Q4 2014 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q3 2014 | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – |
| Q2 2014 | $3,000 | -98.8% | 62 | -98.8% | 0.00% | – |
| Q1 2014 | $257,000 | +2.0% | 5,062 | 0.0% | 0.00% | – |
| Q4 2013 | $252,000 | +0.4% | 5,062 | 0.0% | 0.00% | – |
| Q3 2013 | $251,000 | – | 5,062 | – | 0.00% | – |
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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% |