ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 434 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $64,641 | +11.5% | 639 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $57,970 | +2798.5% | 639 | +2456.0% | 0.00% | – |
| Q2 2022 | $2,000 | -88.9% | 25 | -84.4% | 0.00% | -100.0% |
| Q4 2021 | $18,000 | -64.7% | 160 | -68.7% | 0.00% | -50.0% |
| Q3 2021 | $51,000 | +96.2% | 511 | +106.9% | 0.00% | +100.0% |
| Q2 2021 | $26,000 | +160.0% | 247 | +149.5% | 0.00% | – |
| Q1 2021 | $10,000 | -91.3% | 99 | -92.5% | 0.00% | -100.0% |
| Q4 2020 | $115,000 | +1816.7% | 1,328 | +1581.0% | 0.01% | – |
| Q2 2020 | $6,000 | – | 79 | – | 0.00% | – |
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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% |