Cerro Pacific Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 496 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.6%.

Quarter-by-quarter ownership
Cerro Pacific Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$6,169,859
-16.6%
66,636
-17.9%
3.41%
-13.0%
Q4 2022$7,393,801
+11.2%
81,126
-0.2%
3.92%
-2.8%
Q3 2022$6,652,000
+47.2%
81,266
+62.8%
4.04%
+42.9%
Q2 2022$4,519,00049,9222.82%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
First Command Advisory Services, Inc. 7,771,364$817,168,00010.83%
Stonehearth Capital Management, LLC 205,708$21,612,00010.64%
Legacy Wealth Planning, LLC 71,128$7,473,0008.51%
Matson Money. Inc. 1,974,929$207,486,0008.18%
Goodwin Investment Advisory 71,715$7,469,0008.13%
TCG Advisory Services, LLC 283,180$29,751,0007.95%
SIGNATUREFD, LLC 1,817,124$190,907,0007.61%
Main Management ETF Advisors, LLC 665,910$69,961,0007.29%
CAPITAL ONE FINANCIAL CORP 498,548$52,377,0006.36%
Kathmere Capital Management, LLC 286,532$30,103,0005.79%
View complete list of ISHARES TR shareholders