ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 566 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $399,248 | -4.6% | 4,312 | -6.1% | 0.22% | -9.7% |
Q4 2022 | $418,333 | +14.0% | 4,590 | +2.4% | 0.24% | +3.9% |
Q3 2022 | $367,000 | -15.4% | 4,484 | -6.6% | 0.23% | -11.6% |
Q2 2022 | $434,000 | -22.6% | 4,799 | -10.5% | 0.26% | -5.5% |
Q1 2022 | $561,000 | +7.3% | 5,365 | +12.3% | 0.27% | -9.3% |
Q4 2021 | $523,000 | +18.1% | 4,778 | +8.6% | 0.30% | +9.0% |
Q3 2021 | $443,000 | +8.3% | 4,400 | +13.1% | 0.28% | +7.8% |
Q2 2021 | $409,000 | +19.2% | 3,891 | +16.1% | 0.26% | +14.7% |
Q1 2021 | $343,000 | – | 3,351 | – | 0.22% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Planning, LLC | 121,913 | $12,748,000 | 15.01% |
First Command Advisory Services, Inc. | 7,672,164 | $802,552,000 | 12.00% |
Stonehearth Capital Management, LLC | 194,477 | $20,337,000 | 10.55% |
Matson Money. Inc. | 2,471,923 | $262,136,000 | 9.68% |
WADDELL & ASSOCIATES, LLC | 571,388 | $59,750,000 | 9.59% |
TCG Advisory Services, LLC | 337,890 | $35,333,000 | 8.32% |
Retireful, LLC | 3,235 | $324,000 | 7.79% |
Angeles Investment Advisors, LLC | 1,071,320 | $112,028,000 | 7.73% |
Main Management ETF Advisors, LLC | 766,850 | $80,190,000 | 7.45% |
Kathmere Capital Management, LLC | 376,180 | $39,337,000 | 6.69% |