Kingsview Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is CMDY and the CUSIP is 46431W598. A total of 69 filers reported holding ISHARES U S ETF TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q2 2024$961,482
+21.7%
19,469
+18.1%
0.02%
+15.0%
Q1 2024$790,168
-0.2%
16,479
-2.0%
0.02%
-16.7%
Q4 2023$791,494
-8.2%
16,821
+0.5%
0.02%
-22.6%
Q3 2023$861,865
+7.5%
16,732
+3.4%
0.03%0.0%
Q2 2023$801,418
+2.4%
16,187
+6.5%
0.03%
-6.1%
Q1 2023$782,743
-6.0%
15,193
-0.5%
0.03%
-8.3%
Q4 2022$832,586
+9.0%
15,274
+10.0%
0.04%0.0%
Q3 2022$764,000
+3.5%
13,890
+9.7%
0.04%
+2.9%
Q2 2022$738,000
-0.3%
12,667
+5.0%
0.04%
+6.1%
Q1 2022$740,310
+29.7%
12,067
+4.6%
0.03%
+37.5%
Q4 2021$571,000
-15.4%
11,540
-0.1%
0.02%
-25.0%
Q3 2021$675,000
+11.0%
11,556
+4.5%
0.03%
+6.7%
Q2 2021$608,000
+24.8%
11,062
+10.8%
0.03%
+7.1%
Q1 2021$487,000
+22.7%
9,985
+14.5%
0.03%
-3.4%
Q4 2020$397,0008,7190.03%
Other shareholders
ISHARES U S ETF TR shareholders Q2 2022
NameSharesValueWeighting ↓
Octavia Wealth Advisors, LLC 264,934$13,649,4003.07%
Horizons Wealth Management 76,965$3,965,2612.91%
Alaska Permanent Capital Management 609,146$31,383,2022.88%
Smith Anglin Financial, LLC 368,648$18,992,7412.83%
Intrepid Financial Planning Group LLC 83,655$4,309,9062.17%
Ameliora Wealth Management Ltd. 48,524$2,499,9561.46%
Disciplina Capital Management LLC 101,356$5,221,8611.29%
SageView Advisory Group, LLC 284,031$14,633,2540.93%
Evergreen Wealth Solutions, LLC 7,625$3930.46%
FIRST NATIONAL CORP /MA/ /ADV 23,983$1,235,5880.29%
View complete list of ISHARES U S ETF TR shareholders