Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 222 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$706,227
+1.3%
18,141
+5.1%
0.02%
-7.4%
Q2 2023$697,227
+2.3%
17,254
+0.9%
0.03%
-6.9%
Q1 2023$681,297
+232.4%
17,092
+217.0%
0.03%
+222.2%
Q4 2022$204,959
-8.1%
5,392
-11.5%
0.01%
-18.2%
Q3 2022$223,000
-8.2%
6,096
-2.3%
0.01%
-8.3%
Q2 2022$243,000
-9.7%
6,239
+5.5%
0.01%
+9.1%
Q4 2021$269,000
+1.1%
5,916
-0.5%
0.01%
-15.4%
Q3 2021$266,000
-2.6%
5,948
-1.6%
0.01%0.0%
Q2 2021$273,000
+12.3%
6,047
+8.9%
0.01%
-7.1%
Q1 2021$243,000
-31.2%
5,553
-32.1%
0.01%
-46.2%
Q4 2020$353,0008,1820.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TIEDEMANN ADVISORS, LLC 1,379,666$49,185,00010.23%
Well Done, LLC 59,746$9,358,0003.37%
Madrona Financial Services, LLC 61,467$2,218,0002.36%
Tiedemann Wealth Management Holdings, LLC 21,781$786,0001.95%
Madden Advisory Services, Inc. 73,718$2,660,0001.63%
PATTON ALBERTSON MILLER GROUP, LLC 39,976$1,443,0000.64%
Waverly Advisors, LLC 40,448$1,460,0000.61%
Darwin Wealth Management, LLC 20,473$739,0000.57%
Boston Standard Wealth Management, LLC 19,332$698,000,0000.56%
M Holdings Securities, Inc. 31,991$1,155,0000.53%
View complete list of ISHARES TR shareholders