Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 218 filers reported holding ISHARES TR in Q3 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$25,238
+3.7%
238
-2.1%
0.05%
+10.2%
Q1 2023$24,339
-42.9%
243
-45.0%
0.05%
-49.0%
Q4 2022$42,635
-87.3%
442
-88.4%
0.10%
-88.5%
Q3 2022$337,000
-72.3%
3,795
-71.3%
0.83%
-49.1%
Q2 2022$1,217,000
-17.1%
13,209
-10.1%
1.64%
+62.8%
Q1 2022$1,468,000
+26.2%
14,691
+39.6%
1.00%
+218.7%
Q4 2021$1,163,000
+7.0%
10,525
+7.0%
0.32%
+2.6%
Q3 2021$1,087,000
-25.8%
9,837
-24.6%
0.31%
-48.3%
Q2 2021$1,464,000
+17.1%
13,053
+14.4%
0.59%
+52.7%
Q1 2021$1,250,000
+68.0%
11,411
+48.9%
0.39%
+22.3%
Q4 2020$744,000
+192.9%
7,663
+338.9%
0.32%
+176.5%
Q2 2018$254,000
-9.3%
1,746
-9.0%
0.12%
-12.9%
Q4 2017$280,0001,9180.13%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders