ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 112 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
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% |