Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 202 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 5.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$38,334
+8.6%
5040.0%0.08%
+15.5%
Q1 2023$35,310
+9.4%
5040.0%0.07%
-2.7%
Q4 2022$32,2815040.07%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
BigSur Wealth Management LLC 18,299$1,670,0001.19%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,329$1,946,0000.97%
Capital Advisors, Ltd. LLC 31,985$2,919,0000.94%
180 WEALTH ADVISORS, LLC 13,337$1,215,0000.63%
Carroll Financial Associates, Inc. 60,523$5,523,0000.61%
Daniel Devine & Co 4,425$404,0000.33%
Curbstone Financial Management Corp 12,650$1,154,0000.33%
GFS Advisors, LLC 14,500$1,323,0000.27%
FLAGSHIP HARBOR ADVISORS, LLC 8,844$790,0000.24%
Dorsey & Whitney Trust CO LLC 13,650$1,246,0000.23%
View complete list of ISHARES TR shareholders