ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 64 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $34,340,000 | -8.9% | 410,662 | -15.8% | 12.72% | -6.2% |
| Q3 2017 | $37,692,000 | -1.5% | 487,483 | -6.2% | 13.56% | -1.6% |
| Q2 2017 | $38,247,000 | +1.8% | 519,870 | +1.2% | 13.78% | -1.7% |
| Q1 2017 | $37,566,000 | +36.1% | 513,760 | +30.6% | 14.01% | +20.3% |
| Q4 2016 | $27,603,000 | – | 393,265 | – | 11.65% | – |
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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% |