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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $378,009 | -31.3% | 4,082 | -32.3% | 0.04% | -22.4% |
Q4 2022 | $549,890 | +12.5% | 6,033 | +1.1% | 0.05% | +4.3% |
Q3 2022 | $489,000 | -28.1% | 5,970 | -20.4% | 0.05% | -25.4% |
Q2 2022 | $680,000 | -64.8% | 7,500 | -59.4% | 0.06% | -57.4% |
Q1 2022 | $1,933,000 | -43.1% | 18,482 | -40.4% | 0.15% | -44.8% |
Q4 2021 | $3,395,000 | -1.5% | 31,010 | -9.4% | 0.27% | -14.1% |
Q3 2021 | $3,446,000 | -10.6% | 34,219 | -6.8% | 0.31% | -12.8% |
Q2 2021 | $3,856,000 | -8.2% | 36,700 | -10.5% | 0.36% | -14.4% |
Q1 2021 | $4,199,000 | +47.6% | 40,986 | +25.2% | 0.42% | +28.6% |
Q4 2020 | $2,845,000 | +72.5% | 32,739 | +43.5% | 0.32% | +40.7% |
Q2 2020 | $1,649,000 | – | 22,820 | – | 0.23% | – |
Download |
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% |