Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 43 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$124,000
-7.5%
4,630
-1.9%
0.05%
+10.4%
Q2 2022$134,000
+168.0%
4,718
+225.4%
0.05%
+166.7%
Q1 2022$50,0001,4500.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 84,661$2,745,3742.77%
Better Money Decisions, LLC 69,588$2,256,6021.99%
SUN LIFE FINANCIAL INC 823,040$26,6901.96%
RETIREMENT CAPITAL STRATEGIES 128,852$4,178,4151.96%
BSW Wealth Partners 111,487$3,615,3000.80%
Wick Capital Partners, LLC 32,326$1,048,2680.59%
Biltmore Family Office, LLC 67,046$2,184,3300.50%
US FINANCIAL ADVISORS, LLC 36,432$1,181,4170.49%
BECKER CAPITAL MANAGEMENT INC 187,724$6,115,9690.24%
Armor Investment Advisors, LLC 11,222$363,9070.22%
View complete list of ISHARES TR shareholders