ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 61 filers reported holding ISHARES TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |