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 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders