Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 61,069$4,088,5702.88%
COTTONWOOD CAPITAL ADVISORS, LLC 34,261$2,293,8042.14%
Stonebridge Financial Planning Group, LLC 35,442$2,372,8601.52%
SOUTHERN CAPITAL ADVISORS, LLC 24,511$1,640,9861.36%
GARRISON POINT ADVISORS, LLC 15,060$1,008,2670.78%
New Legacy Group, LLC 4,200$281,1940.77%
WESPAC Advisors SoCal, LLC 25,451$1,703,9440.58%
PGIM Custom Harvest LLC 215,600$14,434,4200.53%
RPg Family Wealth Advisory, LLC 19,244$1,290,8020.53%
Stillwater Capital Advisors, LLC 36,580$2,449,0310.45%
View complete list of ISHARES TR shareholders