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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,178,415 | -83.6% | 128,852 | -82.9% | 1.96% | -83.3% |
Q2 2023 | $25,448,255 | +8625.6% | 752,564 | +7234.9% | 11.71% | +8087.4% |
Q4 2022 | $291,650 | -93.6% | 10,260 | -92.5% | 0.14% | -92.2% |
Q1 2022 | $4,565,000 | -42.5% | 137,661 | -36.3% | 1.83% | -37.2% |
Q4 2021 | $7,937,000 | +229.7% | 216,084 | +197.3% | 2.92% | +215.5% |
Q3 2021 | $2,407,000 | +58.9% | 72,676 | +58.0% | 0.92% | +59.9% |
Q2 2021 | $1,515,000 | – | 45,990 | – | 0.58% | – |
Download |
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% |