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 ↓ |
---|---|---|---|
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% |