ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 434 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $8,111 | +15.9% | 89 | 0.0% | 0.00% | – |
Q3 2022 | $7,000 | -30.0% | 89 | -16.8% | 0.00% | – |
Q2 2022 | $10,000 | -96.9% | 107 | -96.5% | 0.00% | – |
Q1 2022 | $321,000 | -91.6% | 3,074 | -91.2% | 0.00% | -100.0% |
Q4 2021 | $3,832,000 | -14.3% | 35,000 | -21.2% | 0.00% | 0.0% |
Q3 2021 | $4,473,000 | +79.4% | 44,419 | +87.1% | 0.00% | +100.0% |
Q2 2021 | $2,494,000 | +2.6% | 23,736 | +0.1% | 0.00% | 0.0% |
Q1 2021 | $2,430,000 | +14.5% | 23,722 | -29.6% | 0.00% | -50.0% |
Q1 2020 | $2,122,000 | – | 33,676 | – | 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% |