Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 562 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.95 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,150,032
+15.4%
23,712
+34.3%
0.04%
+5.1%
Q2 2023$996,632
+54.0%
17,652
+47.2%
0.04%
+44.4%
Q1 2023$647,166
+40.8%
11,989
+37.1%
0.03%
+35.0%
Q4 2022$459,777
+10.3%
8,746
-1.0%
0.02%0.0%
Q3 2022$417,000
-27.4%
8,836
-22.3%
0.02%
-25.9%
Q2 2022$574,000
-58.3%
11,374
-45.5%
0.03%
-52.6%
Q4 2021$1,375,000
-0.3%
20,883
-4.9%
0.06%
-12.3%
Q3 2021$1,379,000
-9.0%
21,970
+428.9%
0.06%
-13.3%
Q2 2021$1,516,000
-2.7%
4,154
-11.9%
0.08%
-15.7%
Q1 2021$1,558,000
+6.1%
4,716
+5.1%
0.09%
-16.0%
Q4 2020$1,468,000
+10.3%
4,486
+1.0%
0.11%
-10.9%
Q3 2020$1,331,000
-81.2%
4,441
-83.4%
0.12%
-83.2%
Q2 2020$7,068,000
-12.9%
26,695
-25.9%
0.71%
-35.4%
Q1 2020$8,116,000
+19.9%
36,014
+40.7%
1.10%
+29.1%
Q4 2019$6,768,000
+6.9%
25,605
-0.0%
0.85%
-14.8%
Q3 2019$6,332,000
+1227.5%
25,610
+1192.1%
1.00%
+1143.8%
Q2 2019$477,000
-25.0%
1,982
-27.8%
0.08%
-17.5%
Q1 2019$636,000
+23.5%
2,747
+6.5%
0.10%
-13.4%
Q4 2018$515,000
+2.6%
2,580
+16.8%
0.11%
+9.8%
Q3 2018$502,000
+12.8%
2,208
-0.4%
0.10%
-3.8%
Q2 2018$445,000
+8.3%
2,217
-0.1%
0.11%
+3.9%
Q1 2018$411,000
-1.4%
2,220
-7.6%
0.10%
-31.5%
Q4 2017$417,000
+4.0%
2,402
+0.1%
0.15%
-15.3%
Q3 2017$401,000
-4.3%
2,400
-4.6%
0.18%
-18.5%
Q2 2017$419,000
+89.6%
2,517
+72.4%
0.22%
+64.9%
Q1 2017$221,0001,4600.13%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 35,928$8,220,0005.50%
MinichMacGregor Wealth Management, LLC 30,934$7,148,0005.37%
CUMBERLAND ADVISORS INC 64,084$14,837,0005.14%
LUCAS CAPITAL MANAGEMENT 17,762$4,112,0004.86%
STRINGER ASSET MANAGEMENT, LLC 18,718$4,334,0004.37%
Concorde Asset Management, LLC 26,879$6,223,0004.02%
SPC Financial, Inc. 78,363$18,143,0003.88%
Q3 Asset Management 95,921$1,265,0003.41%
BANK HAPOALIM BM 61,052$14,135,0003.39%
SWARTHMORE GROUP INC 3,050$706,0003.03%
View complete list of ISHARES TR shareholders