KCS Wealth Advisory - 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
KCS Wealth Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$316,039
+9.4%
9,3460.0%0.11%0.0%
Q1 2023$288,762
+11.4%
9,346
+2.5%
0.11%
+0.9%
Q4 2022$259,159
+5.8%
9,1170.0%0.11%
-4.4%
Q3 2022$245,000
+13.4%
9,117
+20.0%
0.11%
+17.7%
Q2 2022$216,0007,6000.10%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 79,847$2,269,6562.44%
SUN LIFE FINANCIAL INC 823,040$23,395,7351.79%
Better Money Decisions, LLC 55,599$1,580,4461.37%
BSW Wealth Partners 117,010$3,3260.71%
US FINANCIAL ADVISORS, LLC 34,749$987,7720.50%
Wick Capital Partners, LLC 29,419$8360.47%
Biltmore Family Office, LLC 67,046$1,905,8430.39%
Leverty Financial Group, LLC 13,933$396,0580.34%
Armor Investment Advisors, LLC 12,662$359,9290.22%
RHS Financial, LLC 9,076$258,0000.20%
View complete list of ISHARES TR shareholders