Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 240 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 9.06 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 Q3 2023
NameSharesValueWeighting ↓
VIEWPOINT INVESTMENT PARTNERS CORP 318,700$8,736,0005.09%
SVB Investment Services Inc. 262,391$7,192,0004.80%
CAHABA WEALTH MANAGEMENT, INC. 1,045,691$28,662,0004.22%
Lester Murray Antman dba SimplyRich 390,478$10,703,0003.89%
Oakwell Private Wealth Management, LLC 237,958$6,522,0003.52%
Gunma Bank,Ltd. 230,000$6,304,0003.49%
Boston Standard Wealth Management, LLC 407,658$11,174,000,0003.34%
Klaas Financial Asset Advisors, LLC 468,351$12,838,0003.13%
GP Brinson Investments LLC 135,241$3,707,0002.81%
Wiser Wealth Management, Inc 188,005$5,153,0002.75%
View complete list of ISHARES TR shareholders