Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHYG and the CUSIP is 46434V407. A total of 455 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,383,759
-3.7%
32,791
-2.9%
0.03%
-8.3%
Q1 2024$1,436,841
+3.8%
33,768
+3.0%
0.04%
-12.2%
Q4 2023$1,384,124
+41.5%
32,784
+37.5%
0.04%
+17.1%
Q3 2023$978,326
+0.3%
23,844
+1.3%
0.04%
-7.9%
Q2 2023$975,324
-32.1%
23,530
-31.7%
0.04%
-36.7%
Q1 2023$1,436,337
-8.6%
34,461
-10.4%
0.06%
-11.8%
Q4 2022$1,572,316
+12.5%
38,452
+9.9%
0.07%
+3.0%
Q3 2022$1,397,000
-3.5%
34,976
-2.1%
0.07%
-4.3%
Q2 2022$1,448,000
-11.9%
35,715
-4.5%
0.07%
-4.2%
Q1 2022$1,643,548
-2.9%
37,387
+0.1%
0.07%
+2.9%
Q4 2021$1,692,000
+25.8%
37,358
+26.9%
0.07%
+9.4%
Q3 2021$1,345,000
+2.9%
29,440
+3.5%
0.06%
-1.5%
Q2 2021$1,307,000
+11.6%
28,442
+10.9%
0.06%
-3.0%
Q1 2021$1,171,000
-53.5%
25,641
-53.7%
0.07%
-63.2%
Q4 2020$2,516,000
-2.5%
55,363
-5.7%
0.18%
-21.2%
Q3 2020$2,581,000
+2.0%
58,719
-0.5%
0.23%
-8.7%
Q2 2020$2,531,000
+16.2%
59,005
+10.7%
0.25%
-13.9%
Q1 2020$2,179,000
-13.3%
53,311
-1.5%
0.29%
-6.7%
Q4 2019$2,514,000
+10.9%
54,139
+11.0%
0.32%
-11.5%
Q3 2019$2,267,000
+14.4%
48,764
+15.0%
0.36%
+7.2%
Q2 2019$1,981,000
+354.4%
42,418
+354.1%
0.33%
+403.0%
Q1 2019$436,000
+111.7%
9,342
+101.9%
0.07%
+46.7%
Q4 2018$206,0004,6260.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
KilterHowling LLC 351,588$14,042,42416.86%
Divergent Planning, LLC 365,422$14,595,00010.74%
Thrive Capital Management, LLC 234,851$9,380,0006.35%
Sound Income Strategies, LLC 1,027,480$41,038,0005.97%
F3Logic, LLC 707,024$28,268,0005.90%
Matthew Goff Investment Advisor, LLC 498,100$19,894,0005.69%
Legacy Financial Group LLC 410,927$16,412,0005.48%
Regal Wealth Group, Inc. 173,107$6,968,0005.38%
FINANCIAL ADVISORY PARTNERS, LLC 308,628$12,326,6025.36%
HNP Capital LLC 434,921$17,371,0005.01%
View complete list of ISHARES TR shareholders