Huber Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 202 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.14 and the average weighting 0.6%.

Quarter-by-quarter ownership
Huber Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$7,047,000
+96.1%
111,860
+179.4%
2.64%
+111.5%
Q4 2019$3,593,000
+43.0%
40,039
+30.7%
1.25%
+27.2%
Q3 2019$2,513,000
+198.5%
30,633
+195.3%
0.98%
+168.0%
Q2 2019$842,00010,3750.37%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 121,913$12,748,00015.01%
First Command Advisory Services, Inc. 7,672,164$802,552,00012.00%
Stonehearth Capital Management, LLC 194,477$20,337,00010.55%
Matson Money. Inc. 2,471,923$262,136,0009.68%
WADDELL & ASSOCIATES, LLC 571,388$59,750,0009.59%
TCG Advisory Services, LLC 337,890$35,333,0008.32%
Retireful, LLC 3,235$324,0007.79%
Angeles Investment Advisors, LLC 1,071,320$112,028,0007.73%
Main Management ETF Advisors, LLC 766,850$80,190,0007.45%
Kathmere Capital Management, LLC 376,180$39,337,0006.69%
View complete list of ISHARES TR shareholders