INSIGNEO ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 10 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
INSIGNEO ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,572,965
-6.6%
28,150
-4.2%
0.52%
-0.8%
Q2 2023$2,754,612
+1.6%
29,370
+0.3%
0.53%
-38.8%
Q1 2023$2,710,480
-1.7%
29,274
-3.2%
0.86%
-17.3%
Q4 2022$2,757,00030,2491.04%
Other shareholders
ISHARES TR shareholders Q4 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