Golden State Equity Partners - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.7%.

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 Q1 2022
NameSharesValueWeighting ↓
Legacy Wealth Planning, LLC 121,913$12,748,00015.01%
First Command Advisory Services, Inc. 7,672,164$802,552,00012.00%
Stonehearth Capital Management, LLC 194,477$20,337,00010.55%
Matson Money. Inc. 2,471,923$262,136,0009.68%
WADDELL & ASSOCIATES, LLC 571,388$59,750,0009.59%
TCG Advisory Services, LLC 337,890$35,333,0008.32%
Retireful, LLC 3,235$324,0007.79%
Angeles Investment Advisors, LLC 1,071,320$112,028,0007.73%
Main Management ETF Advisors, LLC 766,850$80,190,0007.45%
Kathmere Capital Management, LLC 376,180$39,337,0006.69%
View complete list of ISHARES TR shareholders