Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,206,146
+0.6%
6,022
+0.0%
2.59%
+7.7%
Q1 2023$1,199,165
-11.9%
6,019
-10.3%
2.40%
-21.6%
Q4 2022$1,361,262
+9.6%
6,713
+0.5%
3.07%
+0.1%
Q3 2022$1,242,000
-57.9%
6,679
-71.1%
3.06%
+146.8%
Q2 2020$2,949,000
+421.0%
23,084
+343.9%
1.24%
+392.9%
Q1 2020$566,0005,2000.25%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders