Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 490 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.53 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 Q2 2018
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders