Walkner Condon Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 455 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.46 and the average weighting 0.4%.

Quarter-by-quarter ownership
Walkner Condon Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$444,891
+0.3%
4,904
+3.7%
0.12%
+0.9%
Q2 2023$443,720
+9.4%
4,731
+8.0%
0.12%
+2.6%
Q1 2023$405,452
+3.5%
4,379
+1.9%
0.11%
-2.6%
Q4 2022$391,720
+30.1%
4,298
+16.9%
0.12%
+20.6%
Q3 2022$301,0003,6760.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 121,913$12,748,00015.01%
First Command Advisory Services, Inc. 7,672,164$802,552,00012.00%
Stonehearth Capital Management, LLC 194,477$20,337,00010.55%
Matson Money. Inc. 2,471,923$262,136,0009.68%
WADDELL & ASSOCIATES, LLC 571,388$59,750,0009.59%
TCG Advisory Services, LLC 337,890$35,333,0008.32%
Retireful, LLC 3,235$324,0007.79%
Angeles Investment Advisors, LLC 1,071,320$112,028,0007.73%
Main Management ETF Advisors, LLC 766,850$80,190,0007.45%
Kathmere Capital Management, LLC 376,180$39,337,0006.69%
View complete list of ISHARES TR shareholders