Latitude Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 473 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
Latitude Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$296,000
-14.7%
2,831
-10.8%
0.07%
-30.9%
Q4 2021$347,000
-5.7%
3,173
-13.2%
0.10%
-17.1%
Q3 2021$368,0003,6540.12%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 126,511$13,849,00015.80%
Stonehearth Capital Management, LLC 194,601$21,303,00011.03%
First Command Advisory Services, Inc. 7,624,728$834,943,00010.61%
Matson Money. Inc. 2,423,727$265,325,0009.70%
Goodwin Investment Advisory 108,423$11,878,0008.89%
TCG Advisory Services, LLC 348,268$38,125,0008.86%
Main Management ETF Advisors, LLC 735,370$80,501,0007.06%
SIGNATUREFD, LLC 2,044,860$223,851,0006.88%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,293,115$141,557,0006.35%
Kathmere Capital Management, LLC 301,689$33,026,0005.74%
View complete list of ISHARES TR shareholders