Strategic Asset Management, LLC - 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
Strategic Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$121,000
-71.5%
1,482
-68.5%
0.21%
-69.2%
Q2 2022$425,000
-14.1%
4,698
-0.7%
0.68%
-3.0%
Q1 2022$495,000
-38.5%
4,730
-35.7%
0.70%
-37.5%
Q4 2021$805,000
+0.2%
7,356
-5.7%
1.12%
-0.5%
Q3 2021$803,0007,8041.13%
Other shareholders
ISHARES TR shareholders Q1 2022
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