ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 165 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,309 | -94.9% | 2,614 | -95.0% | 0.03% | -95.0% |
| Q2 2022 | $4,708,000 | -12.9% | 52,006 | +0.7% | 0.66% | -2.8% |
| Q1 2022 | $5,403,000 | +40.3% | 51,668 | +46.8% | 0.68% | +44.5% |
| Q4 2021 | $3,852,000 | +21.6% | 35,186 | +11.8% | 0.47% | +8.1% |
| Q3 2021 | $3,169,000 | +745.1% | 31,471 | +781.5% | 0.43% | +508.5% |
| Q2 2021 | $375,000 | -77.2% | 3,570 | -82.6% | 0.07% | -85.5% |
| Q1 2019 | $1,643,000 | – | 20,571 | – | 0.49% | – |
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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% |