ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 28 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $515,000 | +73.4% | 15,864 | +80.7% | 0.00% | – |
| Q2 2023 | $297,000 | +145.5% | 8,777 | +124.5% | 0.00% | – |
| Q1 2023 | $121,000 | -81.9% | 3,909 | -83.4% | 0.00% | – |
| Q4 2022 | $668,000 | +173.8% | 23,506 | +158.9% | 0.00% | – |
| Q3 2022 | $244,000 | +31.9% | 9,079 | +38.6% | 0.00% | – |
| Q2 2022 | $185,000 | +164.3% | 6,550 | +220.3% | 0.00% | – |
| Q1 2022 | $70,000 | -94.9% | 2,045 | -94.5% | 0.00% | – |
| Q4 2021 | $1,362,000 | +5821.7% | 37,078 | +5352.6% | 0.00% | – |
| Q3 2021 | $23,000 | +4.5% | 680 | 0.0% | 0.00% | – |
| Q2 2021 | $22,000 | +29.4% | 680 | +23.6% | 0.00% | – |
| Q1 2021 | $17,000 | – | 550 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 84,661 | $2,745,374 | 2.77% |
| Better Money Decisions, LLC | 69,588 | $2,256,602 | 1.99% |
| SUN LIFE FINANCIAL INC | 823,040 | $26,690 | 1.96% |
| RETIREMENT CAPITAL STRATEGIES | 128,852 | $4,178,415 | 1.96% |
| BSW Wealth Partners | 111,487 | $3,615,300 | 0.80% |
| Wick Capital Partners, LLC | 32,326 | $1,048,268 | 0.59% |
| Biltmore Family Office, LLC | 67,046 | $2,184,330 | 0.50% |
| US FINANCIAL ADVISORS, LLC | 36,432 | $1,181,417 | 0.49% |
| BECKER CAPITAL MANAGEMENT INC | 187,724 | $6,115,969 | 0.24% |
| Armor Investment Advisors, LLC | 11,222 | $363,907 | 0.22% |