ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 165 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $62,000 | +1.6% | 839 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $61,000 | -29.1% | 839 | -38.3% | 0.04% | -35.7% |
| Q1 2020 | $86,000 | -41.1% | 1,360 | -23.5% | 0.06% | -28.2% |
| Q4 2019 | $146,000 | -16.1% | 1,778 | -14.4% | 0.08% | -15.2% |
| Q3 2019 | $174,000 | +68.9% | 2,078 | +63.5% | 0.09% | +64.3% |
| Q2 2019 | $103,000 | -22.0% | 1,271 | -23.8% | 0.06% | +51.4% |
| Q1 2019 | $132,000 | – | 1,668 | – | 0.04% | – |
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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% |