DOPKINS WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 400 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
DOPKINS WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$440,000
-2.7%
5,380
+7.8%
0.49%
+1.0%
Q2 2022$452,000
-21.9%
4,992
-9.8%
0.49%
-22.4%
Q1 2022$579,000
+15.6%
5,536
+21.1%
0.63%
+27.3%
Q4 2021$501,0004,5730.49%
Other shareholders
ISHARES TR shareholders Q3 2023
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