Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 382 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$406,000
-13.6%
4,956
+1.3%
0.10%
-3.0%
Q2 2022$470,000
+5.1%
4,892
+14.4%
0.10%
+6.5%
Q1 2022$447,000
-20.0%
4,278
-17.5%
0.09%
-20.5%
Q4 2021$559,000
-39.6%
5,183
-43.6%
0.12%
-44.0%
Q3 2021$925,000
-0.3%
9,191
+4.0%
0.21%
-1.4%
Q2 2021$928,000
+4.0%
8,837
+3.8%
0.21%
-1.4%
Q1 2021$892,000
-0.7%
8,516
-8.6%
0.22%
-5.3%
Q4 2020$898,000
+52.2%
9,319
+41.7%
0.23%
-1.3%
Q4 2019$590,0006,5780.23%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 121,913$12,748,00015.01%
First Command Advisory Services, Inc. 7,672,164$802,552,00012.00%
Stonehearth Capital Management, LLC 194,477$20,337,00010.55%
Matson Money. Inc. 2,471,923$262,136,0009.68%
WADDELL & ASSOCIATES, LLC 571,388$59,750,0009.59%
TCG Advisory Services, LLC 337,890$35,333,0008.32%
Retireful, LLC 3,235$324,0007.79%
Angeles Investment Advisors, LLC 1,071,320$112,028,0007.73%
Main Management ETF Advisors, LLC 766,850$80,190,0007.45%
Kathmere Capital Management, LLC 376,180$39,337,0006.69%
View complete list of ISHARES TR shareholders