Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$922,884
+6.7%
12,775
+10.7%
0.03%
-2.9%
Q2 2023$865,294
+5.4%
11,537
+0.5%
0.03%0.0%
Q1 2023$821,016
+5.3%
11,481
+0.6%
0.03%0.0%
Q4 2022$779,440
+4.8%
11,412
-3.3%
0.03%
-2.9%
Q3 2022$744,000
-1.3%
11,801
-0.3%
0.04%
-2.8%
Q2 2022$754,000
-32.2%
11,839
-9.2%
0.04%
-21.7%
Q4 2021$1,112,000
+4.1%
13,037
-3.3%
0.05%
-9.8%
Q3 2021$1,068,000
+10.1%
13,485
+13.3%
0.05%
+6.2%
Q2 2021$970,000
+9.4%
11,898
+6.9%
0.05%
-4.0%
Q1 2021$887,000
+21.3%
11,130
+9.9%
0.05%
-5.7%
Q4 2020$731,000
+62.1%
10,128
+437.0%
0.05%
+32.5%
Q3 2020$451,000
+7.1%
1,886
+0.4%
0.04%
-4.8%
Q2 2020$421,000
+26.0%
1,879
+0.4%
0.04%
-6.7%
Q1 2020$334,000
-29.2%
1,872
-5.6%
0.04%
-23.7%
Q4 2019$472,000
+46.1%
1,983
+37.6%
0.06%
+15.7%
Q3 2019$323,000
+59.9%
1,441
+61.4%
0.05%
+50.0%
Q2 2019$202,000
-24.9%
893
-27.4%
0.03%
-17.1%
Q1 2019$269,000
+13.5%
1,230
-0.6%
0.04%
-21.2%
Q4 2018$237,000
-5.6%
1,238
+14.7%
0.05%
+2.0%
Q3 2018$251,0001,0790.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders