ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 132 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $3,015,000 | +188.5% | 33,600 | +163.8% | 0.02% | +162.5% |
| Q3 2019 | $1,045,000 | +6.6% | 12,737 | +5.6% | 0.01% | 0.0% |
| Q2 2019 | $980,000 | +46.7% | 12,061 | +44.0% | 0.01% | +60.0% |
| Q1 2019 | $668,000 | +18.0% | 8,375 | +7.4% | 0.01% | -16.7% |
| Q4 2018 | $566,000 | -0.7% | 7,795 | +20.2% | 0.01% | 0.0% |
| Q3 2018 | $570,000 | +58.8% | 6,483 | +49.6% | 0.01% | +20.0% |
| Q2 2018 | $359,000 | -41.2% | 4,335 | -41.7% | 0.01% | -37.5% |
| Q1 2018 | $611,000 | +49.0% | 7,441 | +51.5% | 0.01% | +60.0% |
| Q4 2017 | $410,000 | +238.8% | 4,910 | +216.0% | 0.01% | +150.0% |
| Q3 2017 | $121,000 | -80.9% | 1,554 | -82.0% | 0.00% | -81.8% |
| Q2 2017 | $635,000 | -28.8% | 8,635 | -29.2% | 0.01% | -38.9% |
| Q1 2017 | $892,000 | +1.0% | 12,192 | -3.1% | 0.02% | -10.0% |
| Q4 2016 | $883,000 | +3432.0% | 12,579 | +3210.3% | 0.02% | +1900.0% |
| Q3 2016 | $25,000 | -46.8% | 380 | -51.0% | 0.00% | 0.0% |
| Q2 2016 | $47,000 | – | 775 | – | 0.00% | – |
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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% |