Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,268 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.50 and the average weighting 1.4%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$233,000
+6.9%
1,132
+0.2%
0.08%
-2.3%
Q3 2019$218,000
+0.5%
1,130
-1.9%
0.09%
-12.1%
Q2 2019$217,000
+10.7%
1,152
+11.0%
0.10%
-22.0%
Q1 2019$196,000
-11.3%
1,038
-13.5%
0.13%
+17.6%
Q4 2018$221,000
-7.1%
1,200
+1.4%
0.11%
-15.6%
Q3 2018$238,000
+1300.0%
1,183
-93.0%
0.13%
+884.6%
Q4 2015$17,00016,8580.01%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 800,218$142,295,00058.78%
Leonard Rickey Investment Advisors P.L.L.C. 243,400$43,281,00028.17%
HBC Financial Services, PLLC 158,955$29,111,00026.14%
LVZ, Inc. 492,760$87,623,00019.62%
FFT WEALTH MANAGEMENT LLC 364,583$64,830,00019.50%
Affiance Financial, LLC 183,510$32,632,00017.74%
ARKANSAS FINANCIAL GROUP, INC. 312,588$55,584,00017.53%
Millburn Ridgefield Corp 1,450,610$257,947,00017.12%
New England Professional Planning Group Inc. 109,770$21,337,00016.48%
TRUEFG, LLC 117,752$20,939,00015.80%
View complete list of ISHARES TR shareholders