ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 496 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $400,915 | +54.8% | 4,330 | +37.1% | 0.06% | +33.3% |
Q3 2022 | $259,000 | -35.2% | 3,158 | -28.5% | 0.05% | -36.0% |
Q2 2022 | $400,000 | -15.6% | 4,418 | -13.6% | 0.08% | +5.6% |
Q1 2022 | $474,000 | +66.9% | 5,113 | +96.8% | 0.07% | +77.5% |
Q4 2021 | $284,000 | -45.0% | 2,598 | -47.1% | 0.04% | +2.6% |
Q2 2021 | $516,000 | – | 4,914 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Planning, LLC | 126,511 | $13,849,000 | 15.80% |
Stonehearth Capital Management, LLC | 194,601 | $21,303,000 | 11.03% |
First Command Advisory Services, Inc. | 7,624,728 | $834,943,000 | 10.61% |
Matson Money. Inc. | 2,423,727 | $265,325,000 | 9.70% |
Goodwin Investment Advisory | 108,423 | $11,878,000 | 8.89% |
TCG Advisory Services, LLC | 348,268 | $38,125,000 | 8.86% |
Main Management ETF Advisors, LLC | 735,370 | $80,501,000 | 7.06% |
SIGNATUREFD, LLC | 2,044,860 | $223,851,000 | 6.88% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,293,115 | $141,557,000 | 6.35% |
Kathmere Capital Management, LLC | 301,689 | $33,026,000 | 5.74% |