Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 500 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$292,599
+43.0%
3,714
+45.1%
0.01%
+40.0%
Q1 2024$204,570
+1.8%
2,560
-20.1%
0.01%
-50.0%
Q2 2022$201,000
-21.8%
3,204
-8.1%
0.01%
-9.1%
Q1 2022$256,949
-0.8%
3,485
+6.7%
0.01%0.0%
Q4 2021$259,000
+8.4%
3,265
+7.1%
0.01%0.0%
Q3 2021$239,000
+4.4%
3,048
+5.5%
0.01%0.0%
Q2 2021$229,000
+5.5%
2,888
+2.2%
0.01%
-8.3%
Q1 2021$217,000
+6.9%
2,825
+1.4%
0.01%
-20.0%
Q4 2020$203,0002,7850.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders