ISHARES TR's ticker is QLTA and the CUSIP is 46429B291. A total of 115 filers reported holding ISHARES TR in Q4 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pacific Wealth Management | 464,111 | $20,922,112 | 13.76% |
| STERLING INVESTMENT ADVISORS LLC /ADV | 167,901 | $7,568,991 | 4.82% |
| PALLADIEM, LLC | 68,735 | $3,098,574 | 3.34% |
| Stratos Investment Management, LLC | 457,751 | $20,635,427 | 3.08% |
| LFA - Lugano Financial Advisors SA | 65,962 | $2,973,567 | 2.55% |
| COLTON GROOME FINANCIAL ADVISORS, LLC | 105,910 | $4,774,423 | 2.39% |
| WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 176,360 | $7,950,299 | 2.10% |
| Miracle Mile Advisors, LLC | 1,484,485 | $66,920,580 | 2.06% |
| ShoreHaven Wealth Partners, LLC | 55,481 | $2,501,083 | 1.72% |
| Treynor Bancshares, Inc. | 38,493 | $1,735,301 | 1.10% |