Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$742,976
+13.9%
3,019
+18.4%
0.03%
+3.8%
Q2 2023$652,034
+157.1%
2,549
+169.2%
0.03%
+136.4%
Q4 2022$253,610
-16.6%
947
-20.4%
0.01%
-21.4%
Q3 2022$304,000
-70.6%
1,189
-70.6%
0.01%
-71.4%
Q2 2022$1,033,000
-74.6%
4,043
-83.6%
0.05%
-94.5%
Q4 2018$4,068,000
-15.1%
24,624
+2.7%
0.89%
-8.6%
Q3 2018$4,791,000
+12.6%
23,975
-1.0%
0.97%
-4.3%
Q2 2018$4,253,000
+82.7%
24,215
+39.5%
1.02%
-26.4%
Q1 2017$2,328,00017,3581.38%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Jackson Financial Management 79,766$12,511,00011.43%
Spruce Investment Advisors LLC 7,475$1,172,0002.42%
Wharton Business Group, LLC 60,580$9,501,0000.99%
FMA ADVISORY INC 12,001$1,882,0000.88%
Certified Advisory Corp 6,355$996,0000.72%
Hills Bank & Trust Co 13,409$2,103,0000.62%
Crewe Advisors LLC 3,110$488,0000.48%
MURPHY CAPITAL MANAGEMENT INC 21,675$3,399,0000.47%
WESPAC Advisors, LLC 3,084$484,0000.45%
BerganKDV Wealth Management, LLC 9,095$1,426,0000.34%
View complete list of ISHARES TR shareholders