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 ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders