ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 382 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $340,324 | -30.5% | 3,734 | -20.3% | 0.11% | -37.7% |
Q1 2022 | $490,000 | -38.8% | 4,688 | -35.9% | 0.18% | -38.6% |
Q4 2021 | $801,000 | +17.1% | 7,316 | +7.6% | 0.30% | +5.7% |
Q3 2021 | $684,000 | +13.2% | 6,797 | +18.1% | 0.28% | +15.1% |
Q2 2021 | $604,000 | +22.0% | 5,753 | +19.1% | 0.24% | +14.0% |
Q1 2021 | $495,000 | +45.6% | 4,830 | +23.4% | 0.22% | +42.4% |
Q4 2020 | $340,000 | – | 3,915 | – | 0.15% | – |
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% |