Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 605 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$241,059
-6.4%
2,423
-6.5%
0.01%0.0%
Q1 2024$257,633
-0.8%
2,591
-1.7%
0.01%
-25.0%
Q4 2023$259,794
-4.3%
2,635
-5.9%
0.01%
-20.0%
Q3 2023$271,374
+4.6%
2,800
+5.3%
0.01%0.0%
Q2 2023$259,421
-14.7%
2,658
-13.3%
0.01%
-23.1%
Q1 2023$304,140
-83.0%
3,065
-83.3%
0.01%
-83.1%
Q4 2022$1,783,967
-21.2%
18,399
-21.9%
0.08%
-28.0%
Q3 2022$2,265,000
+0.7%
23,563
+6.2%
0.11%
-0.9%
Q2 2022$2,250,000
+135.4%
22,179
+143.5%
0.11%
+157.1%
Q1 2022$955,7949,1080.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Quaker Wealth Management, LLC 76,913$8,124,0009.32%
ALTFEST L J & CO INC 409,587$43,265,0009.06%
SCHRODERS IS Ltd 277,800$29,344,0008.92%
3EDGE Asset Management, LP 1,063,785$112,368,0008.86%
KEATING INVESTMENT COUNSELORS INC 167,985$17,744,0008.30%
KEYSTONE WEALTH PARTNERS 139,383$14,723,0008.12%
Deane Retirement Strategies, Inc. 131,822$13,924,0007.79%
LWS Wealth Advisors, Inc. 166,127$17,548,0007.69%
First Command Bank 409,117$43,215,0007.42%
First Command Financial Services, Inc. 409,117$43,215,0007.42%
View complete list of ISHARES TR shareholders