ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 566 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $209,554 | -3.3% | 2,310 | 0.0% | 0.06% | 0.0% |
Q2 2023 | $216,645 | +1.5% | 2,310 | +0.2% | 0.06% | -4.7% |
Q1 2023 | $213,521 | +2.9% | 2,306 | +1.3% | 0.06% | -1.5% |
Q4 2022 | $207,407 | +3.2% | 2,276 | +2.4% | 0.06% | -7.1% |
Q2 2022 | $201,000 | -9.5% | 2,222 | +4.9% | 0.07% | 0.0% |
Q1 2022 | $222,000 | -0.4% | 2,119 | +4.0% | 0.07% | +2.9% |
Q4 2021 | $223,000 | +2.8% | 2,037 | -5.7% | 0.07% | -9.3% |
Q3 2021 | $217,000 | – | 2,160 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Planning, LLC | 121,913 | $12,748,000 | 15.01% |
First Command Advisory Services, Inc. | 7,672,164 | $802,552,000 | 12.00% |
Stonehearth Capital Management, LLC | 194,477 | $20,337,000 | 10.55% |
Matson Money. Inc. | 2,471,923 | $262,136,000 | 9.68% |
WADDELL & ASSOCIATES, LLC | 571,388 | $59,750,000 | 9.59% |
TCG Advisory Services, LLC | 337,890 | $35,333,000 | 8.32% |
Retireful, LLC | 3,235 | $324,000 | 7.79% |
Angeles Investment Advisors, LLC | 1,071,320 | $112,028,000 | 7.73% |
Main Management ETF Advisors, LLC | 766,850 | $80,190,000 | 7.45% |
Kathmere Capital Management, LLC | 376,180 | $39,337,000 | 6.69% |