ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 77 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $323,000 | -8.0% | 2,959 | -15.2% | 0.02% | -15.0% |
| Q3 2021 | $351,000 | +1.2% | 3,489 | +5.4% | 0.02% | 0.0% |
| Q2 2021 | $347,000 | -12.2% | 3,311 | -14.3% | 0.02% | -16.7% |
| Q1 2021 | $395,000 | +10.6% | 3,862 | -6.2% | 0.02% | 0.0% |
| Q4 2020 | $357,000 | -20.5% | 4,118 | -32.4% | 0.02% | -31.4% |
| Q3 2020 | $449,000 | +106.9% | 6,096 | +102.8% | 0.04% | +94.4% |
| Q2 2020 | $217,000 | +393.2% | 3,006 | +323.4% | 0.02% | +350.0% |
| Q1 2020 | $44,000 | -30.2% | 710 | +1.0% | 0.00% | -20.0% |
| Q4 2019 | $63,000 | +10.5% | 703 | +0.6% | 0.01% | 0.0% |
| Q3 2019 | $57,000 | +612.5% | 699 | +553.3% | 0.01% | +400.0% |
| Q2 2019 | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $8,000 | -11.1% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $9,000 | +12.5% | 107 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $8,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $8,000 | – | 107 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 4,489,243 | $464,457,112 | 28.76% |
| Stonehearth Capital Management, LLC | 348,902 | $36,097,368 | 15.46% |
| Spider Management Company, LLC | 310,315 | $32,105,190 | 14.12% |
| Matson Money. Inc. | 3,699,472 | $382,747,373 | 12.73% |
| Wharton Business Group, LLC | 1,116,091 | $115,471 | 5.96% |
| SYNTAX RESEARCH, INC. | 71,526 | $7,400,128 | 5.85% |
| CFO4Life Group, LLC | 262,268 | $27,134,204 | 5.10% |
| Kathmere Capital Management, LLC | 425,675 | $44,040,348 | 4.66% |
| Wolf Group Capital Advisors | 89,709 | $9,281,325 | 3.66% |
| Addison Advisors LLC | 104,191 | $10,779,601 | 3.48% |