ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 411 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Integrated Wealth Concepts LLC | 417,697 | $37,893,431 | 0.67% |
| GUERRA PAN ADVISORS, LLC | 6,167 | $559,502 | 0.65% |
| MAGNOLIA CAPITAL ADVISORS LLC | 15,110 | $1,307,810 | 0.63% |
| Certus Wealth Management, LLC | 6,760 | $613,267 | 0.59% |
| Day & Ennis, LLC | 17,118 | $1,552,944 | 0.58% |
| ALTERNA WEALTH MANAGEMENT, INC | 4,723 | $428,470 | 0.55% |
| Merriman Wealth Management, LLC | 114,695 | $10,416,529 | 0.54% |
| INSIGNEO ADVISORY SERVICES, LLC | 28,150 | $2,572,965 | 0.52% |
| Foster Group, Inc. | 82,969 | $7,526,958 | 0.46% |
| Eagle Strategies LLC | 19,205 | $1,742,324 | 0.43% |
| Relative Value Partners Group, LLC | 69,862 | $6,337,903 | 0.43% |
| M&T BANK CORP | 1,098,376 | $99,644,418 | 0.40% |
| MorganRosel Wealth Management, LLC | 10,267 | $931,422 | 0.39% |
| SIMON QUICK ADVISORS, LLC | 43,590 | $3,954,516 | 0.37% |
| SIGNET FINANCIAL MANAGEMENT, LLC | 23,762 | $2,155,673 | 0.36% |
| MA Private Wealth | 16,361 | $1,484,270 | 0.35% |
| PEDDOCK CAPITAL ADVISORS, LLC | 11,488 | $1,042,191 | 0.35% |
| Archvest Wealth Advisors, Inc. | 9,016 | $831,861 | 0.34% |
| TNF LLC | 7,923 | $704,151 | 0.33% |
| Cerity Partners LLC | 719,880 | $65,307,500 | 0.32% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.