ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 566 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $102 | -20.3% | 1,097 | -21.9% | 0.01% | -33.3% |
Q4 2022 | $128 | -99.9% | 1,405 | -23.1% | 0.01% | -20.0% |
Q3 2022 | $149,000 | -9.7% | 1,826 | +0.2% | 0.02% | -6.2% |
Q2 2022 | $165,000 | -77.9% | 1,823 | -74.5% | 0.02% | -72.9% |
Q1 2022 | $747,000 | -54.0% | 7,144 | -51.9% | 0.06% | -52.0% |
Q4 2021 | $1,625,000 | +6.5% | 14,848 | -2.0% | 0.12% | -3.9% |
Q3 2021 | $1,526,000 | -6.2% | 15,152 | -2.1% | 0.13% | -6.6% |
Q2 2021 | $1,626,000 | -3.7% | 15,475 | -6.1% | 0.14% | -18.0% |
Q1 2021 | $1,689,000 | +20.5% | 16,488 | +2.2% | 0.17% | +12.8% |
Q4 2020 | $1,402,000 | +41.2% | 16,136 | +19.9% | 0.15% | +8.0% |
Q3 2020 | $993,000 | +12312.5% | 13,459 | +13359.0% | 0.14% | +13600.0% |
Q2 2018 | $8,000 | – | 100 | – | 0.00% | – |
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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% |