Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 109 filers reported holding ISHARES TR in Q2 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
-20.0%
33,814
+0.9%
0.06%
-13.0%
Q1 2022$1,556,281
-9.9%
33,526
+5.2%
0.07%
-4.2%
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 Q2 2022
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 68,623$2,526,0002.32%
Urban Wealth Management, LLC 13,492$497,0001.67%
Carl P. Sherr & Co., LLC 14,419$531,0000.40%
TCG Advisory Services, LLC 25,571$941,0000.29%
Highland Financial Advisors, LLC 10,005$368,0000.25%
Better Money Decisions, LLC 7,925$292,0000.25%
HAP Trading, LLC 115,745$4,261,0000.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 58,804$2,165,0000.18%
Traynor Capital Management, Inc. 13,645$502,0000.09%
Merit Financial Group, LLC 65,550$2,413,0000.08%
View complete list of ISHARES TR shareholders