KCS Wealth Advisory - 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
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 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