Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 447 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.75 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,653,651
+2.7%
7,714
+10.0%
0.13%
-6.4%
Q2 2023$3,557,323
-21.9%
7,013
-31.6%
0.14%
-26.7%
Q1 2023$4,557,697
+2101.8%
10,250
+1628.5%
0.19%
+1810.0%
Q2 2022$207,000
-97.9%
593
-96.8%
0.01%
-97.6%
Q4 2021$9,964,000
+4069.0%
18,374
+3328.0%
0.42%
+3672.7%
Q3 2021$239,000
-25.5%
536
-68.3%
0.01%
-77.6%
Q1 2019$321,0001,6930.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 18,730$9,501,0047.93%
VALLEY FINANCIAL MANAGEMENT, INC. 19,812$10,049,8355.20%
360 Financial, Inc. 18,725$9,498,6754.91%
AFFINITY WEALTH MANAGEMENT LLC 39,287$19,928,4904.57%
Northstar Advisory Group, LLC 13,622$6,909,8964.52%
Paragon Wealth Strategies, LLC 26,178$13,278,8374.19%
Otter Creek Advisors, LLC 12,500$6,340,7503.72%
COTTONWOOD CAPITAL ADVISORS, LLC 7,785$3,949,2383.62%
FIRST NATIONAL CORP /MA/ /ADV 26,104$13,241,4263.14%
Cresta Advisors, Ltd. 7,527$3,818,1472.97%
View complete list of ISHARES TR shareholders