Cornerstone Wealth Management, LLC - ISHARES TR ownership

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
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$228,086
+9.4%
6,7450.0%0.02%0.0%
Q1 2023$208,402
+3.7%
6,745
-4.6%
0.02%
-9.1%
Q2 2022$201,0007,0730.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 137,661$4,565,0001.83%
Atlantic Private Wealth, LLC 47,146$1,620,0001.53%
SUN LIFE FINANCIAL INC 823,040$28,288,0001.31%
Better Money Decisions, LLC 19,035$654,0000.61%
Leverty Financial Group, LLC 15,379$528,0000.42%
Biltmore Family Office, LLC 32,187$1,106,0000.24%
HERITAGE WEALTH MANAGEMENT, LLC 19,294$663,0000.18%
Armor Investment Advisors, LLC 8,718$300,0000.17%
Wharton Business Group, LLC 64,150$2,205,0000.13%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 31,794$1,093,0000.06%
View complete list of ISHARES TR shareholders