ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 | 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% |