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 ↓ |
|---|---|---|---|
| First Command Advisory Services, Inc. | 7,771,364 | $817,168,000 | 10.83% |
| Stonehearth Capital Management, LLC | 205,708 | $21,612,000 | 10.64% |
| Legacy Wealth Planning, LLC | 71,128 | $7,473,000 | 8.51% |
| Matson Money. Inc. | 1,974,929 | $207,486,000 | 8.18% |
| Goodwin Investment Advisory | 71,715 | $7,469,000 | 8.13% |
| TCG Advisory Services, LLC | 283,180 | $29,751,000 | 7.95% |
| SIGNATUREFD, LLC | 1,817,124 | $190,907,000 | 7.61% |
| Main Management ETF Advisors, LLC | 665,910 | $69,961,000 | 7.29% |
| CAPITAL ONE FINANCIAL CORP | 498,548 | $52,377,000 | 6.36% |
| Kathmere Capital Management, LLC | 286,532 | $30,103,000 | 5.79% |