Kingsview Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAGG and the CUSIP is 46435G672. A total of 282 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Kingsview Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$506,615
+4.3%
10,386
+5.4%
0.02%
-5.3%
Q2 2023$485,887
+5.3%
9,858
+4.6%
0.02%0.0%
Q1 2023$461,242
+1.6%
9,423
-1.3%
0.02%
-5.0%
Q4 2022$454,089
-1.5%
9,550
+0.1%
0.02%
-9.1%
Q3 2022$461,000
-2.5%
9,545
+0.5%
0.02%
-4.3%
Q2 2022$473,000
-6.5%
9,494
+2.3%
0.02%
+9.5%
Q4 2021$506,000
+9.8%
9,279
+10.8%
0.02%
-4.5%
Q3 2021$461,000
-68.4%
8,374
-68.4%
0.02%
-69.4%
Q2 2021$1,461,000
-5.1%
26,513
-5.3%
0.07%
-18.2%
Q1 2021$1,540,000
+4.8%
27,996
+7.1%
0.09%
-17.0%
Q4 2020$1,470,000
+6.4%
26,143
+5.3%
0.11%
-14.5%
Q3 2020$1,382,000
-1.4%
24,821
-1.4%
0.12%
-11.4%
Q2 2020$1,401,000
+13.5%
25,163
+11.5%
0.14%
-16.2%
Q1 2020$1,234,000
+10.4%
22,570
+10.6%
0.17%
+19.3%
Q4 2019$1,118,000
+12.5%
20,400
+14.5%
0.14%
-10.3%
Q3 2019$994,000
-1.6%
17,820
-3.9%
0.16%
-7.7%
Q2 2019$1,010,000
+81.7%
18,548
+78.4%
0.17%
+98.8%
Q1 2019$556,000
-5.3%
10,394
-7.6%
0.08%
-33.6%
Q4 2018$587,000
-33.6%
11,246
-33.5%
0.13%
-28.5%
Q3 2018$884,00016,9150.18%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Matson Money. Inc. 7,718,666$424,698,00016.41%
Boston Standard Wealth Management, LLC 458,517$25,228,000,0007.54%
Trinity Wealth Management, LLC 179,207$9,860,0007.46%
PRUDENT INVESTORS NETWORK, INC. 270,805$14,900,0007.46%
Certified Advisory Corp 544,090$29,936,0007.27%
N.E.W. Advisory Services LLC 685,122$37,695,0006.14%
Compton Financial Group, LLC 239,934$13,201,0005.63%
AMARILLO NATIONAL BANK 416,547$22,918,0004.76%
Brown Financial Advisory 88,114$4,848,0003.99%
DOHJ, LLC 147,641$8,101,0003.84%
View complete list of ISHARES TR shareholders