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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $316,000 | -36.4% | 3,026 | -33.3% | 0.06% | -27.9% |
Q4 2021 | $497,000 | +54.8% | 4,538 | +42.3% | 0.09% | +22.9% |
Q3 2021 | $321,000 | -3.9% | 3,189 | +0.2% | 0.07% | -5.4% |
Q2 2021 | $334,000 | +5.4% | 3,182 | +2.8% | 0.07% | -29.5% |
Q1 2021 | $317,000 | -13.2% | 3,096 | -26.4% | 0.10% | -0.9% |
Q4 2020 | $365,000 | +108.6% | 4,204 | +77.5% | 0.11% | +82.8% |
Q3 2020 | $175,000 | -39.2% | 2,368 | -40.6% | 0.06% | -21.6% |
Q2 2020 | $288,000 | +554.5% | 3,988 | +473.8% | 0.07% | +289.5% |
Q1 2020 | $44,000 | – | 695 | – | 0.02% | – |
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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% |