ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 292 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 303.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $323,000 | -1.2% | 2,951 | -8.8% | 0.33% | -14.5% |
Q3 2021 | $327,000 | +1.9% | 3,236 | +5.6% | 0.39% | -2.8% |
Q2 2021 | $321,000 | -3.6% | 3,064 | -5.6% | 0.40% | -6.4% |
Q1 2021 | $333,000 | -42.1% | 3,245 | -50.9% | 0.42% | +5.2% |
Q4 2020 | $575,000 | +37.6% | 6,613 | +16.6% | 0.40% | +27.9% |
Q3 2020 | $418,000 | +11.2% | 5,670 | +8.9% | 0.32% | +1.3% |
Q2 2020 | $376,000 | – | 5,205 | – | 0.31% | – |
Download |
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% |