MAI Capital Management - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 455 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
MAI Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,851,430
-14.2%
19,996
-15.5%
0.03%
-19.4%
Q4 2022$2,157,213
+0.8%
23,669
-9.5%
0.04%
-10.0%
Q3 2022$2,141,000
-8.4%
26,149
+1.2%
0.04%
-11.1%
Q2 2022$2,338,00025,8330.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 126,511$13,849,00015.80%
Stonehearth Capital Management, LLC 194,601$21,303,00011.03%
First Command Advisory Services, Inc. 7,624,728$834,943,00010.61%
Matson Money. Inc. 2,423,727$265,325,0009.70%
Goodwin Investment Advisory 108,423$11,878,0008.89%
TCG Advisory Services, LLC 348,268$38,125,0008.86%
Main Management ETF Advisors, LLC 735,370$80,501,0007.06%
SIGNATUREFD, LLC 2,044,860$223,851,0006.88%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,293,115$141,557,0006.35%
Kathmere Capital Management, LLC 301,689$33,026,0005.74%
View complete list of ISHARES TR shareholders