Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 244 filers reported holding ISHARES 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 TR
ValueSharesWeighting
Q3 2023$329,291
-2.6%
15,555
+5.7%
0.01%
-7.7%
Q2 2023$337,972
+1.2%
14,714
+1.0%
0.01%
-7.1%
Q1 2023$333,907
+0.9%
14,562
-0.1%
0.01%0.0%
Q4 2022$331,044
-5.7%
14,577
-11.7%
0.01%
-17.6%
Q3 2022$351,000
-11.8%
16,505
+0.4%
0.02%
-10.5%
Q2 2022$398,00016,4410.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CAHABA WEALTH MANAGEMENT, INC. 732,533$19,536,0004.88%
SigFig Wealth Management, LLC 1,006,455$26,842,0004.18%
Lester Murray Antman dba SimplyRich 282,855$7,544,0004.17%
Riverview Trust Co 207,962$5,546,0003.90%
Larson Financial Group LLC 191,641$5,111,0003.80%
Boston Standard Wealth Management, LLC 265,948$7,189,000,0003.52%
OptiFour Integrated Wealth Management, LLC 181,865$4,850,0003.39%
MFA WEALTH ADVISORS, LLC 148,315$3,956,0002.98%
ERn Financial, LLC 134,491$3,587,0002.70%
CAMG Solamere Management, LLC 159,868$4,268,0001.95%
View complete list of ISHARES TR shareholders