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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $479,193 | -52.4% | 5,258 | -57.2% | 0.01% | -45.0% |
| Q3 2022 | $1,006,000 | -10.4% | 12,295 | -0.9% | 0.02% | -9.1% |
| Q2 2022 | $1,123,000 | -26.5% | 12,401 | -15.1% | 0.02% | -18.5% |
| Q1 2022 | $1,528,000 | -14.6% | 14,614 | -10.6% | 0.03% | -12.9% |
| Q4 2021 | $1,790,000 | +319.2% | 16,348 | +285.9% | 0.03% | +287.5% |
| Q3 2021 | $427,000 | – | 4,236 | – | 0.01% | – |
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% |