Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$124,725
+0.4%
1,663
-4.3%
0.27%
+7.6%
Q1 2023$124,284
-9.8%
1,738
-13.8%
0.25%
-19.7%
Q4 2022$137,761
-32.5%
2,017
-28.8%
0.31%
+121.4%
Q1 2022$204,000
-83.6%
2,833
-80.1%
0.14%
-58.3%
Q4 2021$1,242,000
+8.0%
14,245
+8.0%
0.34%
+3.4%
Q3 2021$1,150,000
+9.3%
13,190
+2.2%
0.32%
-23.9%
Q2 2021$1,052,000
+14.0%
12,902
+10.8%
0.43%
+48.8%
Q1 2021$923,000
-59.0%
11,642
-62.6%
0.29%
-70.1%
Q4 2020$2,249,000
-37.7%
31,146
-12.8%
0.96%
-40.3%
Q3 2020$3,612,000
-21.3%
35,720
+70.0%
1.61%
-22.5%
Q2 2018$4,587,000
-50.0%
21,010
-50.0%
2.08%
-23.3%
Q1 2018$9,174,000
+655.7%
42,020
+599.9%
2.71%
+246.8%
Q3 2017$1,214,000
-8.5%
6,004
-20.9%
0.78%
-30.9%
Q3 2016$1,327,000
+1296.8%
7,595
-92.0%
1.13%
+1493.0%
Q4 2015$95,00094,8050.07%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,589$15,744,00012.46%
Chanos & Co LP 93,520$21,785,00011.43%
Capital Directions Investment Advisors, LLC 135,742$31,620,0009.60%
Broadview Financial Management, LLC 40,951$9,539,0008.57%
Perkins Coie Trust Co 43,855$10,215,0004.74%
LVZ, Inc. 76,688$16,821,0004.21%
Capital Advisors, Ltd. LLC 59,228$13,797,0003.89%
Csenge Advisory Group 43,225$9,083,0003.53%
Ifrah Financial Services, Inc. 40,653$9,470,0003.35%
1834 INVESTMENT ADVISORS CO 97,754$22,770,0003.32%
View complete list of ISHARES TR shareholders