ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 549 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,079 | -53.3% | 190 | -51.3% | 0.00% | – |
| Q2 2023 | $36,578 | +1.3% | 390 | 0.0% | 0.00% | – |
| Q1 2023 | $36,110 | -62.6% | 390 | -63.1% | 0.00% | – |
| Q4 2022 | $96,426 | +4.8% | 1,058 | -5.4% | 0.00% | – |
| Q3 2022 | $92,000 | -16.4% | 1,118 | -7.8% | 0.00% | -100.0% |
| Q2 2022 | $110,000 | +0.9% | 1,213 | +16.3% | 0.00% | – |
| Q1 2022 | $109,000 | -31.0% | 1,043 | -27.7% | 0.00% | -100.0% |
| Q4 2021 | $158,000 | – | 1,443 | – | 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% |