Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 204 filers reported holding ISHARES TR in Q1 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 2022$250,0000.0%9,9870.0%0.01%0.0%
Q2 2022$250,000
-9.4%
9,987
-8.9%
0.01%
+9.1%
Q4 2021$276,000
-0.7%
10,9670.0%0.01%
-15.4%
Q3 2021$278,0000.0%10,9670.0%0.01%
-7.1%
Q2 2021$278,000
-1.8%
10,967
-1.4%
0.01%
-12.5%
Q1 2021$283,00011,1250.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CAPITAL ADVISORS INC/OK 3,076,075$76,840,0004.50%
Matthew Goff Investment Advisor, LLC 265,688$6,637,0002.86%
Murphy, Middleton, Hinkle & Parker, Inc. 117,350$2,931,0002.18%
Day & Ennis, LLC 91,922$2,296,0001.88%
Signature Wealth Management Group 99,710$2,491,0001.83%
Gateway Advisory, LLC 226,964$5,670,0001.57%
CORDA Investment Management, LLC. 508,640$12,705,0001.52%
LYELL WEALTH MANAGEMENT, LP 93,403$2,333,0000.93%
Camelot Portfolios, LLC 73,195$1,828,0000.86%
Timber Creek Capital Management LLC 47,091$1,176,0000.73%
View complete list of ISHARES TR shareholders