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 | ||||
---|---|---|---|---|---|---|
Q3 2022 | $1,114,000 | -66.2% | 13,606 | -62.6% | 0.22% | -64.1% |
Q2 2022 | $3,293,000 | -14.6% | 36,372 | -1.3% | 0.62% | +0.6% |
Q1 2022 | $3,854,000 | -10.3% | 36,852 | -6.1% | 0.62% | -2.1% |
Q4 2021 | $4,297,000 | +7.3% | 39,254 | -1.3% | 0.63% | +1.6% |
Q3 2021 | $4,006,000 | +5.4% | 39,786 | +10.0% | 0.62% | +2.5% |
Q2 2021 | $3,801,000 | +41.1% | 36,175 | +37.6% | 0.60% | +22.2% |
Q1 2021 | $2,693,000 | +0.1% | 26,287 | -15.1% | 0.50% | -11.0% |
Q4 2020 | $2,691,000 | – | 30,962 | – | 0.56% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Legacy Wealth Planning, LLC | 121,913 | $12,748,000 | 15.01% |
First Command Advisory Services, Inc. | 7,672,164 | $802,552,000 | 12.00% |
Stonehearth Capital Management, LLC | 194,477 | $20,337,000 | 10.55% |
Matson Money. Inc. | 2,471,923 | $262,136,000 | 9.68% |
WADDELL & ASSOCIATES, LLC | 571,388 | $59,750,000 | 9.59% |
TCG Advisory Services, LLC | 337,890 | $35,333,000 | 8.32% |
Retireful, LLC | 3,235 | $324,000 | 7.79% |
Angeles Investment Advisors, LLC | 1,071,320 | $112,028,000 | 7.73% |
Main Management ETF Advisors, LLC | 766,850 | $80,190,000 | 7.45% |
Kathmere Capital Management, LLC | 376,180 | $39,337,000 | 6.69% |