Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 809 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.51 and the average weighting 0.4%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$74,140
+17.3%
6810.0%0.16%
+25.2%
Q1 2023$63,204
+24.6%
6810.0%0.13%
+11.4%
Q4 2022$50,728
-74.8%
681
-66.7%
0.11%
-17.4%
Q1 2022$201,000
-90.2%
2,048
-88.6%
0.14%
-75.2%
Q4 2021$2,057,000
+9.0%
18,007
+9.0%
0.56%
+4.3%
Q3 2021$1,888,000
+101.5%
16,521
+83.8%
0.53%
+40.5%
Q2 2021$937,000
+16.7%
8,990
-0.1%
0.38%
+52.0%
Q1 2021$803,000
-17.4%
9,002
-16.1%
0.25%
-39.8%
Q4 2020$972,000
-36.3%
10,724
+114.6%
0.42%
-39.1%
Q3 2020$1,527,000
-64.8%
4,997
-68.5%
0.68%
-62.7%
Q2 2020$4,335,000
+212.8%
15,862
+158.3%
1.83%
+195.5%
Q1 2020$1,386,000
-44.1%
6,140
-42.3%
0.62%
-31.6%
Q4 2019$2,481,000
+18.0%
10,636
+3.3%
0.90%
+7.9%
Q3 2019$2,103,000
+11.6%
10,296
+3.2%
0.84%
-2.2%
Q2 2019$1,885,000
+363.1%
9,981
+366.8%
0.86%
+225.9%
Q1 2019$407,000
-11.1%
2,138
-24.2%
0.26%
+17.9%
Q4 2018$458,000
-75.8%
2,821
-71.1%
0.22%
-78.0%
Q3 2018$1,891,000
+294.8%
9,749
+259.5%
1.01%
+367.3%
Q2 2018$479,000
-5.1%
2,712
-12.7%
0.22%
-8.4%
Q4 2017$505,000
-1.6%
3,105
-9.3%
0.24%
-28.2%
Q3 2017$513,000
+2.6%
3,425
-4.3%
0.33%
-27.8%
Q2 2017$500,000
-13.5%
3,580
-16.2%
0.46%
+11.5%
Q1 2017$578,000
+22.5%
4,274
+8.8%
0.41%
+7.6%
Q4 2016$472,000
-22.4%
3,928
-23.1%
0.38%
-26.4%
Q3 2016$608,000
+31.9%
5,106
+16.7%
0.52%
+45.1%
Q2 2016$461,000
-23.2%
4,377
-21.9%
0.36%
-28.5%
Q1 2016$600,0000.0%5,601
-54.4%
0.50%
+11.4%
Q4 2015$600,00012,2850.45%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NIEMANN CAPITAL MANAGEMENT INC 3,316$282,00035.79%
First Citizens Financial Corp 98,772$8,404,0007.33%
Danda Trouve Investment Management, Inc. 66,398$5,649,0006.90%
Signature Wealth Management Partners, LLC 79,308$6,748,0006.75%
Stonebridge Financial Planning Group, LLC 107,490$9,145,0005.79%
Quantitative Advantage, LLC 320,866$27,299,0005.76%
HC Advisors, LLC 72,560$6,173,0004.22%
Rollins Financial 90,780$7,724,0003.52%
Pinnacle Advisory Group, Inc. 633,788$53,923,0003.26%
SPC Financial, Inc. 271,792$23,124,0003.25%
View complete list of ISHARES TR shareholders