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 | $3,386,748 | +10.7% | 104,439 | +15.5% | 0.05% | +4.3% |
| Q2 2023 | $3,058,535 | +23.5% | 90,448 | +12.9% | 0.05% | -7.8% |
| Q1 2023 | $2,475,606 | +138.7% | 80,125 | +119.6% | 0.05% | +112.5% |
| Q4 2022 | $1,036,948 | +230.2% | 36,479 | +212.1% | 0.02% | +200.0% |
| Q3 2022 | $314,000 | – | 11,687 | – | 0.01% | – |
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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% |