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 | $440,546 | +13.9% | 13,585 | +18.8% | 0.00% | – |
| Q2 2023 | $386,623 | +20.4% | 11,433 | +10.0% | 0.00% | – |
| Q1 2023 | $321,082 | -16.7% | 10,392 | -23.4% | 0.00% | – |
| Q4 2022 | $385,661 | +23.2% | 13,567 | +16.2% | 0.00% | – |
| Q3 2022 | $313,000 | +0.6% | 11,678 | +6.5% | 0.00% | – |
| Q2 2022 | $311,000 | -10.6% | 10,970 | +8.3% | 0.00% | – |
| Q1 2022 | $348,000 | +66.5% | 10,126 | +77.7% | 0.00% | – |
| Q4 2021 | $209,000 | – | 5,699 | – | 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% |