ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 59 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $700,769 | -5.1% | 21,610 | -1.0% | 0.01% | -9.1% |
Q2 2023 | $738,359 | +4.6% | 21,835 | -4.4% | 0.01% | 0.0% |
Q1 2023 | $705,992 | -20.4% | 22,850 | -26.7% | 0.01% | -26.7% |
Q4 2022 | $886,519 | -6.0% | 31,187 | -11.3% | 0.02% | -16.7% |
Q3 2022 | $943,000 | -5.2% | 35,144 | +0.3% | 0.02% | -5.3% |
Q2 2022 | $995,000 | – | 35,050 | – | 0.02% | – |
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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% |