SAXON INTERESTS, INC. - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 432 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.4%.

Quarter-by-quarter ownership
SAXON INTERESTS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$790,172
-55.5%
8,534
-49.7%
0.45%
-52.7%
Q1 2022$1,774,000
-58.2%
16,960
-54.4%
0.94%
-60.6%
Q4 2021$4,239,00037,2312.40%
Other shareholders
ISHARES TR shareholders Q1 2023
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