ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 40 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $276,707 | -82.2% | 6,580 | -82.9% | 0.00% | – |
| Q1 2024 | $1,554,357 | +118.7% | 38,580 | +76.0% | 0.00% | – |
| 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 ↓ |
|---|---|---|---|
| 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% |