ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 106 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $524,926 | -6.5% | 11,895 | 0.0% | 0.01% | +9.1% |
Q2 2023 | $561,206 | -1.4% | 11,895 | 0.0% | 0.01% | -8.3% |
Q1 2023 | $569,057 | +3.3% | 11,895 | 0.0% | 0.01% | +20.0% |
Q4 2022 | $551,035 | +2.0% | 11,895 | 0.0% | 0.01% | -9.1% |
Q3 2022 | $540,000 | -5.9% | 11,895 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $574,000 | -10.9% | 11,895 | -4.3% | 0.01% | 0.0% |
Q1 2022 | $644,000 | -7.6% | 12,425 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $697,000 | +1.6% | 12,425 | +2.1% | 0.01% | -8.3% |
Q3 2021 | $686,000 | -0.7% | 12,175 | -2.4% | 0.01% | -7.7% |
Q1 2021 | $691,000 | +1228.8% | 12,470 | +1167.3% | 0.01% | +550.0% |
Q3 2017 | $52,000 | – | 984 | – | 0.00% | – |
Download |
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% |