Golden State Equity Partners - 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
Golden State Equity Partners ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$202,211
-4.2%
2,156
+6.7%
0.06%
-46.2%
Q1 2022$211,000
-14.6%
2,020
-10.3%
0.11%
-15.2%
Q4 2021$247,000
-19.5%
2,253
-26.1%
0.12%0.0%
Q3 2021$307,000
+39.5%
3,047
+45.6%
0.12%
+47.1%
Q2 2021$220,0002,0930.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 251,963$22,858,04412.47%
Matson Money. Inc. 3,616,038$328,046,96711.86%
Summit Wealth Group, LLC 84,398$7,6576.83%
Wharton Business Group, LLC 1,206,737$109,4756.08%
SYNTAX RESEARCH, INC. 78,196$7,093,9355.74%
Kathmere Capital Management, LLC 384,175$34,852,3415.16%
CFO4Life Group, LLC 239,072$21,688,6195.01%
Gunma Bank,Ltd. 63,000$5,7154.16%
Wolf Group Capital Advisors 93,876$8,516,4414.03%
US FINANCIAL ADVISORS, LLC 96,505$8,754,9433.64%
View complete list of ISHARES TR shareholders