Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 435 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$937,349
-3.1%
33,876
-1.8%
0.02%
-8.3%
Q1 2024$967,387
+2.6%
34,500
+2.4%
0.02%
-14.3%
Q4 2023$943,235
-0.1%
33,699
-9.3%
0.03%
-17.6%
Q3 2023$943,858
-23.8%
37,160
-21.0%
0.03%
-30.6%
Q2 2023$1,238,642
-28.3%
47,043
-25.2%
0.05%
-32.9%
Q1 2023$1,728,626
+137.7%
62,882
+134.9%
0.07%
+128.1%
Q4 2022$727,086
+20.2%
26,770
-0.3%
0.03%
+10.3%
Q3 2022$605,000
-17.9%
26,841
-1.1%
0.03%
-17.1%
Q2 2022$737,000
-8.1%
27,147
+7.5%
0.04%0.0%
Q1 2022$802,044
+8.5%
25,253
+6.5%
0.04%
+12.9%
Q4 2021$739,000
+56.9%
23,714
+53.1%
0.03%
+40.9%
Q3 2021$471,000
+10.6%
15,486
+18.3%
0.02%
+4.8%
Q2 2021$426,000
+81.3%
13,092
+76.4%
0.02%
+61.5%
Q1 2021$235,000
-6.4%
7,421
-33.1%
0.01%
-61.8%
Q1 2020$251,000
-4.9%
11,097
+29.1%
0.03%
-22.7%
Q2 2019$264,000
-0.4%
8,5950.0%0.04%
+10.0%
Q1 2019$265,000
+7.3%
8,595
-0.2%
0.04%
-25.9%
Q4 2018$247,000
-24.5%
8,610
-14.0%
0.05%
-18.2%
Q3 2018$327,000
-3.8%
10,010
-5.5%
0.07%
-18.5%
Q2 2018$340,000
-1.7%
10,597
+1.0%
0.08%
-5.8%
Q1 2018$346,000
-5.5%
10,494
-3.2%
0.09%
-34.4%
Q4 2017$366,000
+6.4%
10,842
+6.4%
0.13%
-13.2%
Q3 2017$344,00010,1890.15%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders