ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 143 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $252,000 | -64.1% | 2,410 | -62.4% | 0.02% | -64.2% |
| Q4 2021 | $702,000 | +10.0% | 6,410 | +1.1% | 0.07% | -1.5% |
| Q3 2021 | $638,000 | +12.5% | 6,340 | +17.6% | 0.07% | +13.3% |
| Q2 2021 | $567,000 | -0.7% | 5,393 | -3.2% | 0.06% | -11.8% |
| Q1 2021 | $571,000 | -49.7% | 5,572 | -57.4% | 0.07% | -52.4% |
| Q4 2020 | $1,136,000 | +14.5% | 13,069 | -2.8% | 0.14% | -2.7% |
| Q3 2020 | $992,000 | +24.3% | 13,451 | +21.9% | 0.15% | +14.0% |
| Q2 2020 | $798,000 | +170.5% | 11,034 | -54.8% | 0.13% | +4200.0% |
| Q2 2018 | $295,000 | – | 24,411 | – | 0.00% | – |
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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% |