ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 382 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 121,913 | $12,748,000 | 15.01% |
| First Command Advisory Services, Inc. | 7,672,164 | $802,552,000 | 12.00% |
| Stonehearth Capital Management, LLC | 194,477 | $20,337,000 | 10.55% |
| Matson Money. Inc. | 2,471,923 | $262,136,000 | 9.68% |
| WADDELL & ASSOCIATES, LLC | 571,388 | $59,750,000 | 9.59% |
| TCG Advisory Services, LLC | 337,890 | $35,333,000 | 8.32% |
| Retireful, LLC | 3,235 | $324,000 | 7.79% |
| Angeles Investment Advisors, LLC | 1,071,320 | $112,028,000 | 7.73% |
| Main Management ETF Advisors, LLC | 766,850 | $80,190,000 | 7.45% |
| Kathmere Capital Management, LLC | 376,180 | $39,337,000 | 6.69% |