ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 455 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $208,336 | -0.8% | 2,301 | -0.0% | 0.06% | -1.6% |
Q2 2022 | $210,000 | -86.3% | 2,302 | -84.3% | 0.06% | -83.8% |
Q1 2022 | $1,536,000 | -48.2% | 14,636 | -45.6% | 0.38% | -45.4% |
Q4 2021 | $2,963,000 | -12.3% | 26,925 | -19.5% | 0.69% | -18.7% |
Q3 2021 | $3,377,000 | +1.3% | 33,429 | +5.5% | 0.85% | +0.8% |
Q2 2021 | $3,334,000 | +0.2% | 31,696 | -2.4% | 0.84% | -7.9% |
Q1 2021 | $3,329,000 | -24.4% | 32,461 | -35.9% | 0.91% | -29.6% |
Q4 2020 | $4,406,000 | -92.6% | 50,628 | -36.9% | 1.30% | +33.1% |
Q3 2020 | $59,540,000 | +913.6% | 80,284 | -1.2% | 0.98% | -55.1% |
Q2 2020 | $5,874,000 | +583.0% | 81,255 | +494.4% | 2.17% | +441.6% |
Q1 2020 | $860,000 | +1.7% | 13,670 | +44.6% | 0.40% | +27.7% |
Q4 2019 | $846,000 | +21.9% | 9,452 | +12.2% | 0.31% | +12.9% |
Q3 2019 | $694,000 | +7.9% | 8,425 | +6.3% | 0.28% | +5.7% |
Q2 2019 | $643,000 | +34.0% | 7,926 | +31.9% | 0.26% | +28.3% |
Q1 2019 | $480,000 | – | 6,008 | – | 0.20% | – |
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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% |