ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 163 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,041,000 | +6.0% | 13,032 | -3.7% | 0.82% | -3.6% |
| Q4 2018 | $982,000 | -19.8% | 13,534 | -2.9% | 0.85% | +19.4% |
| Q3 2018 | $1,224,000 | +1.7% | 13,932 | -4.4% | 0.72% | -10.6% |
| Q2 2018 | $1,204,000 | -1.4% | 14,570 | -2.8% | 0.80% | -15.0% |
| Q1 2018 | $1,221,000 | +18.5% | 14,987 | +21.7% | 0.94% | +32.5% |
| Q4 2017 | $1,030,000 | – | 12,313 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 4,489,243 | $464,457,112 | 28.76% |
| Stonehearth Capital Management, LLC | 348,902 | $36,097,368 | 15.46% |
| Spider Management Company, LLC | 310,315 | $32,105,190 | 14.12% |
| Matson Money. Inc. | 3,699,472 | $382,747,373 | 12.73% |
| Wharton Business Group, LLC | 1,116,091 | $115,471 | 5.96% |
| SYNTAX RESEARCH, INC. | 71,526 | $7,400,128 | 5.85% |
| CFO4Life Group, LLC | 262,268 | $27,134,204 | 5.10% |
| Kathmere Capital Management, LLC | 425,675 | $44,040,348 | 4.66% |
| Wolf Group Capital Advisors | 89,709 | $9,281,325 | 3.66% |
| Addison Advisors LLC | 104,191 | $10,779,601 | 3.48% |