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 ↓
First Command Advisory Services, Inc. 7,771,364$817,168,00010.83%
Stonehearth Capital Management, LLC 205,708$21,612,00010.64%
Legacy Wealth Planning, LLC 71,128$7,473,0008.51%
Matson Money. Inc. 1,974,929$207,486,0008.18%
Goodwin Investment Advisory 71,715$7,469,0008.13%
TCG Advisory Services, LLC 283,180$29,751,0007.95%
SIGNATUREFD, LLC 1,817,124$190,907,0007.61%
Main Management ETF Advisors, LLC 665,910$69,961,0007.29%
CAPITAL ONE FINANCIAL CORP 498,548$52,377,0006.36%
Kathmere Capital Management, LLC 286,532$30,103,0005.79%
View complete list of ISHARES TR shareholders