ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 165 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $275,000 | -7.7% | 3,061 | -15.7% | 0.07% | -10.4% |
| Q3 2019 | $298,000 | -19.7% | 3,631 | -20.5% | 0.08% | -22.2% |
| Q2 2019 | $371,000 | -35.9% | 4,569 | -36.9% | 0.10% | -29.8% |
| Q1 2019 | $579,000 | -5.5% | 7,246 | -14.2% | 0.14% | -17.5% |
| Q4 2018 | $613,000 | -94.4% | 8,443 | -93.2% | 0.17% | -94.6% |
| Q3 2018 | $10,900,000 | +8.3% | 124,073 | +1.8% | 3.17% | -15.4% |
| Q2 2018 | $10,064,000 | – | 121,822 | – | 3.75% | – |
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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% |