Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$219,710
+18.6%
5,903
+20.3%
0.47%
+26.9%
Q1 2023$185,326
+6.0%
4,908
+9.5%
0.37%
-5.6%
Q4 2022$174,7924,4830.39%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 367,590$13,288,00010.42%
Black Swift Group, LLC 401,235$14,505,0005.72%
Versant Capital Management, Inc 425,690$15,389,0004.91%
New Millennium Group LLC 148,918$5,383,0003.87%
MFA WEALTH ADVISORS, LLC 256,736$9,286,0002.96%
Snider Financial Group 113,960$4,120,0001.87%
Fort Point Capital Partners LLC 356,142$12,875,0001.80%
Money Design Co.,Ltd. 712,053$25,741,0001.74%
SFI Advisors, LLC 79,151$2,861,0001.74%
Van Cleef Asset Management,Inc 304,636$11,013,0001.59%
View complete list of ISHARES TR shareholders