OLIVER LAGORE VANVALIN INVESTMENT GROUP - 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
OLIVER LAGORE VANVALIN INVESTMENT GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$545
-57.9%
6
-57.1%
0.00%
-100.0%
Q4 2022$1,296
+29.6%
140.0%0.00%0.0%
Q3 2022$1,0000.0%140.0%0.00%0.0%
Q2 2022$1,000
-99.5%
14
-99.3%
0.00%
-99.3%
Q1 2022$221,0002,1180.15%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Permanens Capital L.P. 393,265$27,603,00011.65%
TMD & ASSOCIATES, INC 159,905$11,224,0009.74%
Well Done, LLC 359,092$25,205,0009.52%
NewFocus Financial Group, LLC 160,524$11,267,0007.60%
CFO4Life, L.P. 76,819$5,392,0004.46%
Diversified Trust Co 713,320$50,068,0004.25%
TD Capital Management LLC 179,806$12,621,0003.87%
Brinker Capital Investments, LLC 1,207,450$84,751,0003.59%
Tillar-Wenstrup Advisors, LLC 52,426$3,680,0003.11%
Stonehearth Capital Management, LLC 16,350$1,148,0000.90%
View complete list of ISHARES TR shareholders