Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 133 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$10,955
-2.3%
1340.0%0.02%
+9.1%
Q1 2023$11,217
-95.8%
134
-95.7%
0.02%
-96.4%
Q4 2022$270,264
-5.5%
3,123
-7.2%
0.61%
-13.7%
Q3 2022$286,000
-2.1%
3,367
-3.1%
0.71%
+80.1%
Q2 2022$292,0000.0%3,476
+7.5%
0.39%
+96.0%
Q1 2022$292,000
-83.9%
3,233
-75.0%
0.20%
-73.9%
Q2 2020$1,816,000
+243.3%
12,954
+237.8%
0.76%
+224.2%
Q1 2020$529,000
-71.1%
3,835
-65.9%
0.24%
-67.6%
Q3 2019$1,829,000
+11.0%
11,233
+2.7%
0.73%
-2.7%
Q2 2019$1,648,000
+0.9%
10,943
-27.5%
0.75%
-44.9%
Q1 2016$1,633,000
+0.3%
15,103
-53.1%
1.36%
+11.9%
Q4 2015$1,628,00032,1951.22%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 127,030$16,518,0002.90%
Destination Wealth Management 269,445$35,036,0002.34%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 25,788$3,353,0001.17%
Pinnacle Family Advisors, LLC 13,635$1,773,0000.99%
HOLDERNESS INVESTMENTS CO 11,862$1,542,0000.82%
BENJAMIN F. EDWARDS & COMPANY, INC. 34,462$4,481,0000.58%
Family Firm, Inc. 7,799$1,014,0000.45%
GRIMES & COMPANY, INC. 26,867$3,494,0000.39%
Evanson Asset Management, LLC 12,074$1,570,0000.36%
Fernwood Investment Management, LLC 3,167$412,0000.30%
View complete list of ISHARES TR shareholders