ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 10 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $951,358 | +110.9% | 33,468 | +99.3% | 0.14% | -6.2% |
Q3 2022 | $451,000 | -99.9% | 16,795 | -5.6% | 0.14% | -13.7% |
Q2 2022 | $505,228,000 | +76103.3% | 17,796 | -7.8% | 0.17% | -6.1% |
Q1 2022 | $663,000 | +56.0% | 19,294 | +50.3% | 0.18% | +18.5% |
Q3 2021 | $425,000 | +14.9% | 12,837 | +14.2% | 0.15% | +7.9% |
Q2 2021 | $370,000 | +50.4% | 11,244 | +38.7% | 0.14% | +0.7% |
Q1 2021 | $246,000 | – | 8,109 | – | 0.14% | – |
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% |