ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 432 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,537 | -40.9% | 524 | -38.9% | 0.00% | -100.0% |
Q2 2023 | $80,472 | +396.6% | 858 | +390.3% | 0.00% | – |
Q1 2023 | $16,203 | +1.6% | 175 | 0.0% | 0.00% | – |
Q4 2022 | $15,950 | +13.9% | 175 | 0.0% | 0.00% | – |
Q3 2022 | $14,000 | -12.5% | 175 | 0.0% | 0.00% | – |
Q2 2022 | $16,000 | -11.1% | 175 | 0.0% | 0.00% | – |
Q1 2022 | $18,000 | -5.3% | 175 | 0.0% | 0.00% | – |
Q4 2021 | $19,000 | +5.6% | 175 | 0.0% | 0.00% | – |
Q3 2021 | $18,000 | -35.7% | 175 | -34.5% | 0.00% | – |
Q2 2021 | $28,000 | +55.6% | 267 | +52.6% | 0.00% | – |
Q1 2021 | $18,000 | +157.1% | 175 | +94.4% | 0.00% | – |
Q2 2020 | $7,000 | – | 90 | – | 0.00% | – |
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% |