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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $8,528 | +33.7% | 94 | +38.2% | 0.00% | 0.0% |
Q2 2023 | $6,378 | +1.3% | 68 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $6,296 | -78.3% | 68 | -78.6% | 0.00% | -66.7% |
Q4 2022 | $28,983 | -97.9% | 318 | -98.1% | 0.00% | -98.6% |
Q3 2022 | $1,378,000 | -26.4% | 16,835 | -18.6% | 0.21% | -25.0% |
Q2 2022 | $1,873,000 | -18.0% | 20,690 | -5.3% | 0.28% | -4.8% |
Q1 2022 | $2,284,000 | -22.7% | 21,839 | -19.1% | 0.29% | -12.7% |
Q4 2021 | $2,953,000 | +16.5% | 26,979 | +7.2% | 0.33% | +2.8% |
Q3 2021 | $2,534,000 | -8.8% | 25,159 | -4.9% | 0.32% | -13.2% |
Q2 2021 | $2,778,000 | -4.7% | 26,445 | -7.1% | 0.37% | -7.9% |
Q1 2021 | $2,915,000 | – | 28,454 | – | 0.40% | – |
Download |
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% |