ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 137,661 | $4,565,000 | 1.83% |
| Atlantic Private Wealth, LLC | 47,146 | $1,620,000 | 1.53% |
| SUN LIFE FINANCIAL INC | 823,040 | $28,288,000 | 1.31% |
| Better Money Decisions, LLC | 19,035 | $654,000 | 0.61% |
| Leverty Financial Group, LLC | 15,379 | $528,000 | 0.42% |
| Biltmore Family Office, LLC | 32,187 | $1,106,000 | 0.24% |
| HERITAGE WEALTH MANAGEMENT, LLC | 19,294 | $663,000 | 0.18% |
| Armor Investment Advisors, LLC | 8,718 | $300,000 | 0.17% |
| Wharton Business Group, LLC | 64,150 | $2,205,000 | 0.13% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 31,794 | $1,093,000 | 0.06% |