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 2022 | $197,000 | -51.0% | 1,887 | -48.7% | 0.04% | -53.1% |
| Q4 2021 | $402,000 | -15.4% | 3,675 | -22.2% | 0.10% | -23.2% |
| Q3 2021 | $475,000 | -2.9% | 4,721 | +1.4% | 0.12% | -2.3% |
| Q2 2021 | $489,000 | -6.3% | 4,655 | -8.6% | 0.13% | -15.2% |
| Q1 2021 | $522,000 | -1.1% | 5,091 | -16.2% | 0.15% | -10.1% |
| Q4 2020 | $528,000 | +46.7% | 6,076 | +24.7% | 0.17% | +140.0% |
| Q3 2020 | $360,000 | -0.6% | 4,873 | -2.8% | 0.07% | -48.9% |
| Q2 2020 | $362,000 | – | 5,011 | – | 0.14% | – |
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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% |