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 2020 | $234,000 | -90.2% | 2,687 | -91.9% | 0.06% | -92.2% |
| Q2 2020 | $2,399,000 | +8.7% | 33,190 | -5.3% | 0.82% | -4.8% |
| Q1 2020 | $2,208,000 | -29.9% | 35,041 | -0.2% | 0.86% | -17.2% |
| Q4 2019 | $3,151,000 | +7.2% | 35,118 | -1.9% | 1.04% | -3.0% |
| Q3 2019 | $2,938,000 | +14.2% | 35,810 | +13.0% | 1.07% | +6.9% |
| Q2 2019 | $2,573,000 | +3.2% | 31,690 | +1.5% | 1.00% | -2.1% |
| Q1 2019 | $2,494,000 | – | 31,228 | – | 1.02% | – |
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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% |