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 ↓ |
|---|---|---|---|
| Nova R Wealth, Inc. | 5,036 | $456,867 | 0.32% |
| FDx Advisors, Inc. | 40,634 | $3,686 | 0.31% |
| First Citizens Financial Corp | 4,740 | $430,013 | 0.30% |
| U.S. Capital Wealth Advisors, LLC | 72,645 | $6,590,354 | 0.30% |
| WR Wealth Planners, LLC | 8,505 | $771,582 | 0.29% |
| Wealth Management Solutions, LLC | 4,705 | $426,873 | 0.29% |
| Montecito Bank & Trust | 13,795 | $1,251,482 | 0.29% |
| W ADVISORS, LLC | 3,749 | $340,100 | 0.28% |
| Tranquility Partners, LLC | 6,549 | $594,128 | 0.26% |
| Taylor & Morgan Wealth Management, LLC | 3,061 | $277,713 | 0.25% |
| Goodwin Investment Advisory | 4,641 | $421,032 | 0.25% |
| Cypress Wealth Services, LLC | 9,744 | $883,957 | 0.24% |
| GSG Advisors LLC | 5,400 | $489,888 | 0.24% |
| Fortis Capital Management LLC | 8,470 | $768,405 | 0.24% |
| GEM Asset Management, LLC | 3,280 | $297,562 | 0.24% |
| ONE Advisory Partners, LLC | 4,428 | $401,708 | 0.24% |
| Dorsey & Whitney Trust CO LLC | 29,625 | $2,687,580 | 0.23% |
| IFP Advisors, Inc | 57,044 | $5,175,298 | 0.23% |
| Parallel Advisors, LLC | 76,706 | $6,958,796 | 0.23% |
| Schrum Private Wealth Management LLC | 2,222 | $201,533 | 0.23% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.