ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 124 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| STERLING INVESTMENT ADVISORS LLC /ADV | 304,784 | $17,327,000 | 10.49% |
| HATTON CONSULTING, INC. | 150,350 | $8,547,000 | 6.70% |
| Curi Wealth Management, LLC | 193,643 | $11,008,000 | 5.52% |
| VALICENTI ADVISORY SERVICES INC | 178,481 | $10,147,000 | 2.81% |
| MACRO Consulting Group | 90,947 | $5,171,000 | 2.66% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 161,561 | $9,185,000 | 2.31% |
| LFA - Lugano Financial Advisors SA | 58,670 | $3,335,000 | 2.10% |
| Lowe Wealth Advisors, LLC | 75,874 | $4,313,000 | 2.06% |
| Portland Global Advisors LLC | 133,683 | $7,600,000 | 1.47% |
| KCS Wealth Advisory | 54,291 | $3,086,000 | 1.45% |