ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 566 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $322,082 | -40.5% | 3,616 | -35.7% | 0.04% | -40.0% |
Q2 2023 | $541,238 | -7.6% | 5,622 | -11.2% | 0.06% | -3.2% |
Q1 2023 | $585,890 | -56.4% | 6,328 | -57.1% | 0.06% | -60.8% |
Q4 2022 | $1,344,805 | +0.7% | 14,755 | +2.3% | 0.16% | -2.5% |
Q3 2022 | $1,335,000 | +174.7% | 14,417 | +184.4% | 0.16% | +179.3% |
Q2 2022 | $486,000 | -21.9% | 5,069 | -14.7% | 0.06% | -19.4% |
Q1 2022 | $622,000 | -25.6% | 5,946 | -24.1% | 0.07% | -32.7% |
Q4 2021 | $836,000 | – | 7,830 | – | 0.11% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Stonehearth Capital Management, LLC | 251,963 | $22,858,044 | 12.47% |
Matson Money. Inc. | 3,616,038 | $328,046,967 | 11.86% |
Summit Wealth Group, LLC | 84,398 | $7,657 | 6.83% |
Wharton Business Group, LLC | 1,206,737 | $109,475 | 6.08% |
SYNTAX RESEARCH, INC. | 78,196 | $7,093,935 | 5.74% |
Kathmere Capital Management, LLC | 384,175 | $34,852,341 | 5.16% |
CFO4Life Group, LLC | 239,072 | $21,688,619 | 5.01% |
Gunma Bank,Ltd. | 63,000 | $5,715 | 4.16% |
Wolf Group Capital Advisors | 93,876 | $8,516,441 | 4.03% |
US FINANCIAL ADVISORS, LLC | 96,505 | $8,754,943 | 3.64% |