ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 496 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $353,807 | +111.1% | 3,900 | +118.2% | 0.00% | – |
| Q2 2023 | $167,602 | +23275.5% | 1,787 | -76.9% | 0.00% | -100.0% |
| Q1 2023 | $717 | -6.4% | 7,745 | -7.8% | 0.00% | 0.0% |
| Q4 2022 | $766 | -99.6% | 8,400 | +236.0% | 0.00% | – |
| Q3 2022 | $205,000 | -39.9% | 2,500 | -33.7% | 0.00% | – |
| Q2 2022 | $341,000 | +36.4% | 3,771 | +65.1% | 0.00% | – |
| Q4 2021 | $250,000 | -51.0% | 2,284 | -54.9% | 0.00% | -100.0% |
| Q3 2021 | $510,000 | +15.6% | 5,063 | +20.7% | 0.00% | 0.0% |
| Q2 2021 | $441,000 | -2.9% | 4,193 | -5.3% | 0.00% | 0.0% |
| Q1 2021 | $454,000 | +124.8% | 4,427 | +58.1% | 0.00% | – |
| Q2 2020 | $202,000 | – | 2,800 | – | 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% |