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 ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 137,661 | $4,565,000 | 1.83% |
| Atlantic Private Wealth, LLC | 47,146 | $1,620,000 | 1.53% |
| SUN LIFE FINANCIAL INC | 823,040 | $28,288,000 | 1.31% |
| Better Money Decisions, LLC | 19,035 | $654,000 | 0.61% |
| Leverty Financial Group, LLC | 15,379 | $528,000 | 0.42% |
| Biltmore Family Office, LLC | 32,187 | $1,106,000 | 0.24% |
| HERITAGE WEALTH MANAGEMENT, LLC | 19,294 | $663,000 | 0.18% |
| Armor Investment Advisors, LLC | 8,718 | $300,000 | 0.17% |
| Wharton Business Group, LLC | 64,150 | $2,205,000 | 0.13% |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 31,794 | $1,093,000 | 0.06% |