Ruggie Capital Group - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 400 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ruggie Capital Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$662,000
+2.6%
8,0720.0%0.88%
+15.4%
Q1 2019$645,000
-80.7%
8,072
-82.5%
0.76%
-49.1%
Q4 2018$3,338,000
+475.5%
45,997
+596.3%
1.49%
+286.0%
Q3 2018$580,000
+47.6%
6,606
+39.0%
0.39%
+94.5%
Q2 2018$393,0004,7520.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 251,963$22,858,04412.47%
Matson Money. Inc. 3,616,038$328,046,96711.86%
Summit Wealth Group, LLC 84,398$7,6576.83%
Wharton Business Group, LLC 1,206,737$109,4756.08%
SYNTAX RESEARCH, INC. 78,196$7,093,9355.74%
Kathmere Capital Management, LLC 384,175$34,852,3415.16%
CFO4Life Group, LLC 239,072$21,688,6195.01%
Gunma Bank,Ltd. 63,000$5,7154.16%
Wolf Group Capital Advisors 93,876$8,516,4414.03%
US FINANCIAL ADVISORS, LLC 96,505$8,754,9433.64%
View complete list of ISHARES TR shareholders