Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 315 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$31,858
+4.9%
4270.0%0.07%
+11.5%
Q1 2023$30,377
-5.7%
4270.0%0.06%
-16.4%
Q4 2022$32,226
-91.7%
427
-92.2%
0.07%
-86.0%
Q2 2022$389,000
-14.7%
5,473
+0.3%
0.52%
+67.6%
Q1 2022$456,000
-4.4%
5,456
-3.8%
0.31%
+141.9%
Q4 2021$477,000
+8.9%
5,669
+9.0%
0.13%
+4.0%
Q3 2021$438,000
+13.2%
5,201
+9.9%
0.12%
-21.0%
Q2 2021$387,000
-84.4%
4,732
-79.0%
0.16%
-85.0%
Q2 2020$2,484,000
+3.3%
22,534
+29.2%
1.05%
+19.4%
Q4 2019$2,405,00017,4470.88%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders