ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 3 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $710,822 | -74.4% | 21,920 | -73.3% | 0.00% | -100.0% |
| Q2 2023 | $2,777,698 | +53.3% | 82,143 | +28.7% | 0.00% | 0.0% |
| Q2 2022 | $1,812,000 | -6.3% | 63,842 | +13.5% | 0.00% | 0.0% |
| Q1 2022 | $1,934,000 | +156.8% | 56,256 | +174.4% | 0.00% | – |
| Q4 2021 | $753,000 | -30.3% | 20,504 | -37.1% | 0.00% | – |
| Q3 2021 | $1,080,000 | +3.8% | 32,616 | +3.3% | 0.00% | – |
| Q2 2021 | $1,040,000 | +276.8% | 31,580 | +247.1% | 0.00% | – |
| Q1 2021 | $276,000 | -78.5% | 9,097 | -81.7% | 0.00% | -100.0% |
| Q3 2020 | $1,283,000 | – | 49,787 | – | 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% |