ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 108 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $49,000 | +122.7% | 470 | +123.8% | 0.03% | +188.9% |
| Q1 2021 | $22,000 | +22.2% | 210 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $18,000 | +20.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $15,000 | 0.0% | 210 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $15,000 | +15.4% | 210 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $13,000 | -31.6% | 210 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $19,000 | -9.5% | 210 | -19.2% | 0.01% | -10.0% |
| Q3 2019 | $21,000 | 0.0% | 260 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,000 | 0.0% | 260 | 0.0% | 0.01% | +11.1% |
| Q1 2019 | $21,000 | -52.3% | 260 | -57.4% | 0.01% | -57.1% |
| Q4 2018 | $44,000 | -18.5% | 610 | 0.0% | 0.02% | +5.0% |
| Q3 2018 | $54,000 | +8.0% | 610 | 0.0% | 0.02% | -4.8% |
| Q2 2018 | $50,000 | 0.0% | 610 | 0.0% | 0.02% | +50.0% |
| Q1 2018 | $50,000 | -2.0% | 610 | 0.0% | 0.01% | -6.7% |
| Q4 2017 | $51,000 | +8.5% | 610 | 0.0% | 0.02% | -6.2% |
| Q3 2017 | $47,000 | +4.4% | 610 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $45,000 | – | 610 | – | 0.02% | – |
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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% |