ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 454 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 251,963 | $22,858,044 | 12.47% |
| Matson Money. Inc. | 3,616,038 | $328,046,967 | 11.86% |
| Summit Wealth Group, LLC | 84,398 | $7,657 | 6.83% |
| Wharton Business Group, LLC | 1,206,737 | $109,475 | 6.08% |
| SYNTAX RESEARCH, INC. | 78,196 | $7,093,935 | 5.74% |
| Kathmere Capital Management, LLC | 384,175 | $34,852,341 | 5.16% |
| CFO4Life Group, LLC | 239,072 | $21,688,619 | 5.01% |
| Gunma Bank,Ltd. | 63,000 | $5,715 | 4.16% |
| Wolf Group Capital Advisors | 93,876 | $8,516,441 | 4.03% |
| US FINANCIAL ADVISORS, LLC | 96,505 | $8,754,943 | 3.64% |