ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 278 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.21 and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| Legacy Wealth Planning, LLC | 126,511 | $13,849,000 | 15.80% |
| Stonehearth Capital Management, LLC | 194,601 | $21,303,000 | 11.03% |
| First Command Advisory Services, Inc. | 7,624,728 | $834,943,000 | 10.61% |
| Matson Money. Inc. | 2,423,727 | $265,325,000 | 9.70% |
| Goodwin Investment Advisory | 108,423 | $11,878,000 | 8.89% |
| TCG Advisory Services, LLC | 348,268 | $38,125,000 | 8.86% |
| Main Management ETF Advisors, LLC | 735,370 | $80,501,000 | 7.06% |
| SIGNATUREFD, LLC | 2,044,860 | $223,851,000 | 6.88% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1,293,115 | $141,557,000 | 6.35% |
| Kathmere Capital Management, LLC | 301,689 | $33,026,000 | 5.74% |