ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,048,268 | -4.2% | 32,326 | -0.1% | 0.59% | -9.3% |
| Q2 2023 | $1,093,691 | +109378.6% | 32,343 | 0.0% | 0.65% | +12.9% |
| Q1 2023 | $999 | +19.5% | 32,343 | +9.9% | 0.57% | +22.2% |
| Q4 2022 | $836 | -99.9% | 29,419 | +1.0% | 0.47% | -7.1% |
| Q3 2022 | $781,000 | +34.2% | 29,117 | +42.0% | 0.50% | +24.4% |
| Q2 2022 | $582,000 | – | 20,505 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Atlantic Private Wealth, LLC | 79,847 | $2,269,656 | 2.44% |
| SUN LIFE FINANCIAL INC | 823,040 | $23,395,735 | 1.79% |
| Better Money Decisions, LLC | 55,599 | $1,580,446 | 1.37% |
| BSW Wealth Partners | 117,010 | $3,326 | 0.71% |
| US FINANCIAL ADVISORS, LLC | 34,749 | $987,772 | 0.50% |
| Wick Capital Partners, LLC | 29,419 | $836 | 0.47% |
| Biltmore Family Office, LLC | 67,046 | $1,905,843 | 0.39% |
| Leverty Financial Group, LLC | 13,933 | $396,058 | 0.34% |
| Armor Investment Advisors, LLC | 12,662 | $359,929 | 0.22% |
| RHS Financial, LLC | 9,076 | $258,000 | 0.20% |