ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $1,988,000 | +3.4% | 10,649 | -42.2% | 0.10% | +5.6% |
Q4 2021 | $1,923,000 | -4.8% | 18,412 | -8.2% | 0.09% | -10.9% |
Q3 2021 | $2,020,000 | -0.2% | 20,061 | +4.1% | 0.10% | -5.6% |
Q2 2021 | $2,025,000 | +29.2% | 19,275 | +26.0% | 0.11% | +11.5% |
Q1 2021 | $1,567,000 | +39.8% | 15,296 | +18.6% | 0.10% | +18.5% |
Q4 2020 | $1,121,000 | +64.9% | 12,902 | +39.3% | 0.08% | +30.6% |
Q3 2020 | $680,000 | +70.9% | 9,265 | +68.1% | 0.06% | +44.2% |
Q2 2020 | $398,000 | – | 5,513 | – | 0.04% | – |
Download |
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% |