ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 434 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $15,876 | -3.3% | 175 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $16,413 | -45.1% | 175 | -45.8% | 0.00% | -60.0% |
Q1 2023 | $29,907 | +1.6% | 323 | 0.0% | 0.01% | -28.6% |
Q4 2022 | $29,438 | +13.2% | 323 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $26,000 | -10.3% | 323 | 0.0% | 0.01% | +40.0% |
Q2 2022 | $29,000 | -14.7% | 323 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $34,000 | -80.6% | 323 | -79.9% | 0.01% | -76.2% |
Q4 2021 | $175,000 | +8.7% | 1,603 | 0.0% | 0.02% | -8.7% |
Q3 2021 | $161,000 | -4.2% | 1,603 | 0.0% | 0.02% | -17.9% |
Q2 2021 | $168,000 | +2.4% | 1,603 | 0.0% | 0.03% | -20.0% |
Q1 2021 | $164,000 | – | 1,603 | – | 0.04% | – |
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% |