Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$114,854
+5.4%
2,681
+7.6%
0.25%
+13.3%
Q1 2023$108,981
+18.3%
2,491
+25.7%
0.22%
+4.8%
Q4 2022$92,1431,9820.21%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 155,062$6,345,0005.20%
EQ LLC 122,528$5,014,0003.64%
Outlook Wealth Advisors, LLC 258,549$10,580,0003.54%
Buttonwood Financial Group, LLC 100,879$4,121,0003.06%
Dentgroup LLC 75,922$3,107,0002.99%
Bernardo Wealth Planning LLC 146,189$5,982,0002.97%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$12,276,0002.90%
Keystone Financial Services 115,221$4,625,0002.66%
AVAII WEALTH MANAGEMENT, LLC 70,249$2,875,0002.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 179,590$7,349,0002.60%
View complete list of ISHARES TR shareholders