ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 465 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $325,000 | -37.3% | 3,107 | -34.3% | 0.18% | -34.4% |
Q4 2021 | $518,000 | -9.4% | 4,728 | -16.8% | 0.28% | -17.5% |
Q3 2021 | $572,000 | -10.3% | 5,684 | -6.3% | 0.34% | -11.6% |
Q2 2021 | $638,000 | +5.5% | 6,069 | +2.9% | 0.39% | -3.0% |
Q1 2021 | $605,000 | +15.9% | 5,900 | -1.7% | 0.40% | +6.7% |
Q4 2020 | $522,000 | +31.2% | 6,001 | +11.1% | 0.37% | +17.6% |
Q3 2020 | $398,000 | +17.8% | 5,401 | +15.6% | 0.32% | +7.1% |
Q2 2020 | $338,000 | – | 4,671 | – | 0.30% | – |
Download |
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% |