ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 400 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $7,034,000 | -43.9% | 77,703 | -35.2% | 0.25% | -32.6% |
Q1 2022 | $12,537,000 | -72.2% | 119,893 | -70.9% | 0.38% | -35.2% |
Q4 2021 | $45,120,000 | -25.3% | 412,174 | -28.3% | 0.58% | -18.1% |
Q2 2021 | $60,436,000 | +29.4% | 575,254 | +26.2% | 0.71% | -38.5% |
Q1 2021 | $46,716,000 | +93.1% | 455,940 | +63.8% | 1.16% | +86.5% |
Q4 2020 | $24,197,000 | – | 278,416 | – | 0.62% | – |
Download |
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% |