ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 114 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $40,000 | -2.4% | 394 | -16.2% | 0.00% | 0.0% |
| Q4 2020 | $41,000 | +173.3% | 470 | +135.0% | 0.00% | +100.0% |
| Q3 2020 | $15,000 | +7.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $14,000 | -85.6% | 200 | -86.2% | 0.00% | -90.0% |
| Q1 2020 | $97,000 | -25.4% | 1,452 | 0.0% | 0.01% | -23.1% |
| Q4 2019 | $130,000 | +27.5% | 1,452 | +16.0% | 0.01% | +18.2% |
| Q3 2019 | $102,000 | 0.0% | 1,252 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $102,000 | +2.0% | 1,252 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $100,000 | +9.9% | 1,252 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $91,000 | +46.8% | 1,252 | +64.7% | 0.01% | +62.5% |
| Q3 2018 | $62,000 | +47.6% | 760 | +54.5% | 0.01% | +33.3% |
| Q2 2018 | $42,000 | -2.3% | 492 | -5.7% | 0.01% | -14.3% |
| Q1 2018 | $43,000 | +104.8% | 522 | +112.2% | 0.01% | +133.3% |
| Q4 2017 | $21,000 | +10.5% | 246 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $19,000 | – | 246 | – | 0.00% | – |
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% |