Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 587 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,120,998
+112.9%
52,025
+122.3%
0.11%
+96.5%
Q2 2023$1,465,652
+4.9%
23,405
+3.8%
0.06%
-3.4%
Q1 2023$1,396,740
+5.0%
22,546
-1.9%
0.06%
+1.7%
Q4 2022$1,330,849
+12.3%
22,993
-1.2%
0.06%
+3.6%
Q3 2022$1,185,000
-4.7%
23,278
+6.7%
0.06%
-6.7%
Q2 2022$1,244,000
-47.0%
21,810
-34.1%
0.06%
-38.8%
Q4 2021$2,349,000
+4.9%
33,118
+5.0%
0.10%
-7.5%
Q3 2021$2,240,000
+3.6%
31,546
+7.0%
0.11%
-0.9%
Q2 2021$2,162,000
+497.2%
29,473
+479.7%
0.11%
+409.5%
Q1 2021$362,000
-62.2%
5,084
-64.3%
0.02%
-69.6%
Q4 2020$957,000
+241.8%
14,246
+197.0%
0.07%
+176.0%
Q3 2020$280,000
+12.0%
4,797
+4.8%
0.02%0.0%
Q2 2020$250,0004,5780.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 705,088$42,298,70326.20%
Acorns Advisers, LLC 26,624,296$1,597,19121.96%
AMICA MUTUAL INSURANCE CO 2,748,499$164,85519.39%
Tiller Private Wealth, Inc. 452,551$27,148,53414.76%
Hardy Reed LLC 1,342,542$80,539,11514.60%
CAHABA WEALTH MANAGEMENT, INC. 1,497,541$89,837,5129.90%
Magnolia Wealth Management, LLC 176,787$10,605,4529.87%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 2,867,965$172,049,2229.66%
Astoria Strategic Wealth, Inc. 425,801$25,543,8029.61%
Johnson Financial Group, Inc. 2,246,348$134,758,3849.36%
View complete list of ISHARES TR shareholders