ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 400 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,524 | +11095.7% | 116 | +11500.0% | 0.00% | – |
| Q2 2023 | $94 | +1.1% | 1 | 0.0% | 0.00% | – |
| Q1 2023 | $93 | +2.2% | 1 | 0.0% | 0.00% | – |
| Q4 2022 | $91 | -98.2% | 1 | -98.5% | 0.00% | – |
| Q3 2022 | $5,000 | – | 65 | +6400.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -99.7% | 0.00% | – |
| Q1 2022 | $36,000 | -2.7% | 340 | 0.0% | 0.00% | – |
| Q4 2021 | $37,000 | -59.3% | 340 | -62.5% | 0.00% | -100.0% |
| Q3 2021 | $91,000 | +279.2% | 906 | +297.4% | 0.00% | – |
| Q2 2021 | $24,000 | +50.0% | 228 | +46.2% | 0.00% | – |
| Q1 2021 | $16,000 | -23.8% | 156 | -34.7% | 0.00% | – |
| Q4 2020 | $21,000 | – | 239 | +23800.0% | 0.00% | – |
| Q3 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 1 | -99.3% | 0.00% | – |
| Q2 2019 | $12,000 | 0.0% | 145 | +0.7% | 0.00% | – |
| Q1 2019 | $12,000 | -72.7% | 144 | -76.2% | 0.00% | -100.0% |
| Q4 2018 | $44,000 | -21.4% | 604 | -5.8% | 0.00% | 0.0% |
| Q3 2018 | $56,000 | -29.1% | 641 | -37.4% | 0.00% | 0.0% |
| Q3 2017 | $79,000 | – | 1,024 | – | 0.00% | – |
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% |