Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 113 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$805,963
+28.1%
23,824
+26.6%
0.04%
+16.7%
Q3 2022$629,000
-49.5%
18,819
-44.3%
0.03%
-50.0%
Q2 2022$1,245,000
-28.0%
33,814
+6.1%
0.06%
-16.7%
Q4 2021$1,728,000
+6.9%
31,867
-5.1%
0.07%
-6.5%
Q3 2021$1,617,000
-15.8%
33,584
-13.3%
0.08%
-18.9%
Q2 2021$1,920,000
+12.1%
38,739
+5.9%
0.10%
-2.1%
Q1 2021$1,712,00036,5720.10%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
360 Financial, Inc. 134,891$6,221,0003.50%
Florin Court Capital LLP 23,867$1,101,0001.16%
MONUMENTAL FINANCIAL GROUP INC. 16,858$777,0000.74%
TCG Advisory Services, LLC 29,031$1,339,0000.40%
Better Money Decisions, LLC 7,835$361,0000.37%
Financial Architects, Inc 41,032$1,892,0000.30%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 72,621$3,349,0000.24%
Carl P. Sherr & Co., LLC 6,175$285,0000.21%
Traynor Capital Management, Inc. 17,913$826,0000.14%
Edge Capital Group, LLC 30,884$1,424,0000.12%
View complete list of ISHARES TR shareholders