ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 52 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $485,674 | -6.3% | 14,977 | -2.3% | 0.00% | 0.0% |
| Q2 2023 | $518,153 | +9.4% | 15,323 | -0.1% | 0.00% | 0.0% |
| Q1 2023 | $473,741 | +1.6% | 15,333 | -6.5% | 0.00% | 0.0% |
| Q4 2022 | $466,099 | +14.8% | 16,397 | +8.4% | 0.00% | 0.0% |
| Q3 2022 | $406,000 | +41.0% | 15,127 | +49.1% | 0.00% | 0.0% |
| Q2 2022 | $288,000 | +17.6% | 10,144 | +42.1% | 0.00% | – |
| Q1 2022 | $245,000 | -7.9% | 7,140 | -1.5% | 0.00% | – |
| Q4 2021 | $266,000 | – | 7,252 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 79,374 | $2,130,000 | 2.39% |
| SUN LIFE FINANCIAL INC | 823,040 | $22,082,000 | 1.77% |
| Better Money Decisions, LLC | 44,618 | $1,197,000 | 1.17% |
| Wick Capital Partners, LLC | 29,117 | $781,000 | 0.50% |
| Biltmore Family Office, LLC | 67,046 | $1,799,000 | 0.41% |
| RHS Financial, LLC | 15,566 | $418,000 | 0.37% |
| Leverty Financial Group, LLC | 14,117 | $378,000 | 0.37% |
| Highland Financial Advisors, LLC | 8,807 | $236,000 | 0.16% |
| Armor Investment Advisors, LLC | 8,708 | $234,000 | 0.16% |
| HERITAGE WEALTH MANAGEMENT, LLC | 16,795 | $451,000 | 0.14% |