Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 117 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,064
+10.0%
290.0%0.00%0.0%
Q1 2023$1,876
+13.6%
290.0%0.00%0.0%
Q4 2022$1,652
-99.9%
29
-99.6%
0.00%
-99.4%
Q3 2019$1,704,000
+1.5%
7,841
+1.7%
0.68%
-11.0%
Q2 2019$1,679,000
+138.8%
7,712
+132.1%
0.76%
+102.4%
Q3 2018$703,000
+647.9%
3,323
-96.5%
0.38%
+438.6%
Q4 2015$94,00093,7330.07%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders