ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 108 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $145,000 | +8.2% | 1,759 | +7.9% | 0.00% | – |
| Q1 2018 | $134,000 | +1016.7% | 1,630 | +1024.1% | 0.00% | – |
| Q4 2017 | $12,000 | +9.1% | 145 | +5.1% | 0.00% | – |
| Q3 2017 | $11,000 | -8.3% | 138 | -12.7% | 0.00% | – |
| Q2 2017 | $12,000 | +20.0% | 158 | +12.1% | 0.00% | – |
| Q1 2017 | $10,000 | 0.0% | 141 | 0.0% | 0.00% | – |
| Q4 2016 | $10,000 | +11.1% | 141 | 0.0% | 0.00% | – |
| Q3 2016 | $9,000 | +350.0% | 141 | +403.6% | 0.00% | – |
| Q2 2016 | $2,000 | – | 28 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Mason Investment Advisory Services, Inc. | 4,489,243 | $464,457,112 | 28.76% |
| Stonehearth Capital Management, LLC | 348,902 | $36,097,368 | 15.46% |
| Spider Management Company, LLC | 310,315 | $32,105,190 | 14.12% |
| Matson Money. Inc. | 3,699,472 | $382,747,373 | 12.73% |
| Wharton Business Group, LLC | 1,116,091 | $115,471 | 5.96% |
| SYNTAX RESEARCH, INC. | 71,526 | $7,400,128 | 5.85% |
| CFO4Life Group, LLC | 262,268 | $27,134,204 | 5.10% |
| Kathmere Capital Management, LLC | 425,675 | $44,040,348 | 4.66% |
| Wolf Group Capital Advisors | 89,709 | $9,281,325 | 3.66% |
| Addison Advisors LLC | 104,191 | $10,779,601 | 3.48% |