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 | $622,499 | +11.4% | 6,830 | 0.0% | 0.06% | +3.8% |
Q3 2022 | $559,000 | -8.7% | 6,830 | +1.0% | 0.05% | -7.0% |
Q2 2022 | $612,000 | -13.7% | 6,764 | -0.2% | 0.06% | -6.6% |
Q1 2022 | $709,000 | +15.8% | 6,780 | +21.3% | 0.06% | -11.6% |
Q4 2021 | $612,000 | -11.0% | 5,589 | -18.2% | 0.07% | +1.5% |
Q3 2021 | $688,000 | -21.7% | 6,830 | -18.3% | 0.07% | -26.1% |
Q2 2021 | $879,000 | +1.0% | 8,363 | -1.5% | 0.09% | -8.9% |
Q1 2021 | $870,000 | +12.4% | 8,492 | -4.6% | 0.10% | +2.0% |
Q4 2020 | $774,000 | +5.4% | 8,903 | -10.5% | 0.10% | -11.6% |
Q3 2020 | $734,000 | -18.2% | 9,950 | -19.8% | 0.11% | -27.7% |
Q2 2020 | $897,000 | -42.6% | 12,412 | -49.9% | 0.16% | -56.0% |
Q1 2020 | $1,562,000 | -18.5% | 24,795 | +16.1% | 0.35% | -3.0% |
Q4 2019 | $1,916,000 | +14.9% | 21,348 | +5.1% | 0.36% | +1.7% |
Q3 2019 | $1,667,000 | +5.1% | 20,318 | +4.0% | 0.36% | +0.6% |
Q2 2019 | $1,586,000 | – | 19,540 | – | 0.36% | – |
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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% |