BSW Wealth Partners - ISHARES TR ownership

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
BSW Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,615,300
-4.6%
111,487
-0.5%
0.80%
+1.6%
Q2 2023$3,790,267
+4.3%
112,087
-4.7%
0.79%
+6.2%
Q1 2023$3,635,256
+109198.1%
117,658
+0.6%
0.74%
+4.3%
Q4 2022$3,326117,0100.71%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 752,564$25,448,25511.71%
Atlantic Private Wealth, LLC 84,761$2,866,1832.91%
Better Money Decisions, LLC 67,444$2,280,6551.86%
SUN LIFE FINANCIAL INC 823,040$27,831,0981.70%
BSW Wealth Partners 112,087$3,790,2670.79%
Wick Capital Partners, LLC 32,343$1,093,6910.65%
US FINANCIAL ADVISORS, LLC 33,963$1,148,4710.49%
Biltmore Family Office, LLC 67,046$2,267,1870.48%
Leverty Financial Group, LLC 13,933$471,1500.34%
Armor Investment Advisors, LLC 11,722$396,3840.24%
View complete list of ISHARES TR shareholders