Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 422 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$750,305
-33.9%
5,682
-34.0%
0.02%
-35.7%
Q1 2024$1,135,807
-2.5%
8,609
-6.4%
0.03%
-20.0%
Q4 2023$1,164,975
+303.9%
9,202
+238.1%
0.04%
+250.0%
Q3 2023$288,467
-43.9%
2,722
-38.2%
0.01%
-50.0%
Q2 2023$513,833
-58.9%
4,404
-59.5%
0.02%
-62.3%
Q1 2023$1,251,060
-40.5%
10,871
-48.7%
0.05%
-47.5%
Q2 2022$2,101,000
+541.9%
21,181
+616.8%
0.10%
+621.4%
Q1 2022$327,3342,9550.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 73,176$9,662,8785.56%
Cadent Capital Advisors, LLC 98,743$13,038,9855.20%
PARAGON FINANCIAL PARTNERS, INC. 30,134$3,979,1633.10%
HERBST GROUP, LLC 37,133$4,903,3512.98%
MRA Advisory Group 34,502$4,555,9962.60%
FOCUS Wealth Advisors, LLC 37,716$4,980,3982.56%
MinichMacGregor Wealth Management, LLC 77,589$10,245,7292.50%
5th Street Advisors, LLC 36,323$4,796,3982.50%
Bluesphere Advisors, LLC 36,737$4,851,1162.47%
WealthCare Investment Partners, LLC 36,539$4,824,9532.24%
View complete list of ISHARES TR shareholders