ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 165 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $289,850 | +47.8% | 3,195 | +52.8% | 0.00% | +33.3% |
| Q2 2023 | $196,115 | -9.6% | 2,091 | -10.8% | 0.00% | 0.0% |
| Q1 2023 | $216,938 | +17.8% | 2,343 | +15.9% | 0.00% | 0.0% |
| Q4 2022 | $184,194 | – | 2,021 | +202000.0% | 0.00% | – |
| Q3 2022 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -99.7% | 0.00% | -100.0% |
| Q4 2021 | $32,000 | +300.0% | 296 | +196.0% | 0.00% | – |
| Q1 2019 | $8,000 | – | 100 | – | 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% |