ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 566 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $262,000 | -10.6% | 3,209 | -1.1% | 0.04% | -2.7% |
| Q2 2022 | $293,000 | -14.3% | 3,246 | -1.0% | 0.04% | -5.1% |
| Q1 2022 | $342,000 | +31.0% | 3,278 | +37.0% | 0.04% | +34.5% |
| Q4 2021 | $261,000 | +8.8% | 2,392 | 0.0% | 0.03% | +3.6% |
| Q3 2021 | $240,000 | -4.4% | 2,392 | 0.0% | 0.03% | -3.4% |
| Q2 2021 | $251,000 | +5.5% | 2,392 | +3.0% | 0.03% | -17.1% |
| Q1 2021 | $238,000 | +23700.0% | 2,323 | +12126.3% | 0.04% | – |
| Q4 2018 | $1,000 | – | 19 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Legacy Wealth Planning, LLC | 126,511 | $13,849,000 | 15.80% |
| Stonehearth Capital Management, LLC | 194,601 | $21,303,000 | 11.03% |
| First Command Advisory Services, Inc. | 7,624,728 | $834,943,000 | 10.61% |
| Matson Money. Inc. | 2,423,727 | $265,325,000 | 9.70% |
| Goodwin Investment Advisory | 108,423 | $11,878,000 | 8.89% |
| TCG Advisory Services, LLC | 348,268 | $38,125,000 | 8.86% |
| Main Management ETF Advisors, LLC | 735,370 | $80,501,000 | 7.06% |
| SIGNATUREFD, LLC | 2,044,860 | $223,851,000 | 6.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,293,115 | $141,557,000 | 6.35% |
| Kathmere Capital Management, LLC | 301,689 | $33,026,000 | 5.74% |