Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 350 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 4.87 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$20,025
+14.4%
3220.0%0.04%
+22.9%
Q1 2023$17,504
+21.3%
3220.0%0.04%
+6.1%
Q4 2022$14,435
-98.6%
322
-98.1%
0.03%
-88.3%
Q4 2021$1,037,000
+1.0%
16,541
+1.0%
0.28%
-3.1%
Q3 2021$1,027,000
+2.7%
16,378
-4.0%
0.29%
-28.6%
Q2 2021$1,000,000
+14.3%
17,065
+508.2%
0.41%
+49.3%
Q1 2021$875,000
-12.4%
2,806
-10.8%
0.27%
-36.3%
Q4 2020$999,000
-7.9%
3,145
-22.3%
0.43%
-11.8%
Q3 2020$1,085,000
+5.4%
4,049
-0.8%
0.48%
+11.8%
Q2 2020$1,029,000
+12.1%
4,080
-4.8%
0.43%
+5.9%
Q1 2020$918,000
-22.5%
4,284
-23.8%
0.41%
-5.3%
Q4 2019$1,184,000
+6.0%
5,625
-6.9%
0.43%
-2.9%
Q3 2019$1,117,000
-2.4%
6,041
-24.1%
0.44%
-14.4%
Q2 2019$1,145,0000.0%7,9560.0%0.52%
-6.8%
Q4 2018$1,145,000
-10.3%
7,956
+9.1%
0.56%
-18.5%
Q3 2018$1,277,000
-2.2%
7,295
-8.2%
0.68%
+15.7%
Q2 2018$1,306,000
+4.5%
7,945
-2.4%
0.59%
+0.7%
Q4 2017$1,250,000
+2.5%
8,141
-5.0%
0.59%
-25.1%
Q3 2017$1,220,000
-3.9%
8,570
-11.7%
0.78%
-32.4%
Q2 2017$1,270,000
+3.3%
9,707
-1.9%
1.16%
+33.1%
Q1 2017$1,230,000
+12.1%
9,898
-0.9%
0.87%
-1.6%
Q4 2016$1,097,000
-6.5%
9,987
-5.8%
0.89%
-11.4%
Q3 2016$1,173,000
+3.9%
10,599
-8.7%
1.00%
+14.5%
Q2 2016$1,129,000
-5.6%
11,604
-5.4%
0.87%
-12.3%
Q1 2016$1,196,0000.0%12,2660.0%1.00%
+11.4%
Q4 2015$1,196,00012,2660.89%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders