ISHARES TR's ticker is XVV and the CUSIP is 46436E569. A total of 40 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $217,592 | -53.8% | 6,710 | -51.8% | 0.16% | -53.9% |
Q2 2023 | $471,150 | -45.3% | 13,933 | -50.0% | 0.34% | +1.5% |
Q1 2023 | $860,970 | +117.4% | 27,866 | +100.0% | 0.34% | -0.3% |
Q4 2022 | $396,058 | +4.8% | 13,933 | -1.3% | 0.34% | -7.4% |
Q3 2022 | $378,000 | -11.1% | 14,117 | -5.8% | 0.37% | -7.6% |
Q2 2022 | $425,000 | -19.5% | 14,988 | -2.5% | 0.40% | -4.8% |
Q1 2022 | $528,000 | – | 15,379 | – | 0.42% | – |
Download |
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% |