Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 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 2022$250,0000.0%9,9870.0%0.01%0.0%
Q2 2022$250,000
-9.0%
9,987
-8.9%
0.01%0.0%
Q1 2022$274,614
-0.5%
10,9670.0%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 Q2 2022
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 517,487$13,010,00013.18%
Aptus Capital Advisors, LLC 5,715,149$143,679,0004.31%
Tillar-Wenstrup Advisors, LLC 285,258$7,171,0003.38%
NovaPoint Capital, LLC 343,299$8,631,0003.09%
Madden Advisory Services, Inc. 178,958$4,499,0002.95%
Cribstone Capital Management, LLC 202,623$5,094,0002.83%
BerganKDV Wealth Management, LLC 1,057,795$26,593,0002.78%
PFG Private Wealth Management, LLC 200,215$5,033,0002.60%
RVW Wealth, LLC 828,291$20,823,0002.33%
SONATA CAPITAL GROUP INC 214,241$5,386,0002.26%
View complete list of ISHARES TR shareholders