Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 140 filers reported holding ISHARES TR in Q3 2018. 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$1,152,080
+2.2%
8,659
+1.8%
2.47%
+9.5%
Q1 2023$1,127,565
+36.8%
8,508
+28.8%
2.26%
+21.7%
Q4 2022$823,981
-5.9%
6,604
-13.0%
1.86%
-14.1%
Q3 2022$876,000
-3.7%
7,594
-0.5%
2.16%
+76.9%
Q2 2022$910,000
-14.6%
7,629
+0.4%
1.22%
+67.6%
Q1 2022$1,066,000
+67.6%
7,595
+65.0%
0.73%
+323.8%
Q4 2021$636,000
+1.9%
4,603
+2.0%
0.17%
-2.3%
Q3 2021$624,000
-78.8%
4,513
-79.8%
0.18%
-85.3%
Q2 2021$2,943,000
+361.3%
22,319
+386.5%
1.19%
+500.0%
Q1 2021$638,000
-60.5%
4,588
-67.8%
0.20%
-71.2%
Q4 2020$1,615,000
+30.9%
14,246
+24.5%
0.69%
+25.5%
Q3 2020$1,234,000
-70.9%
11,439
-74.1%
0.55%
-71.4%
Q2 2018$4,238,000
-50.0%
44,113
-50.0%
1.92%
-23.3%
Q1 2018$8,476,000
+189.5%
88,226
+207.9%
2.50%
+81.9%
Q4 2017$2,928,000
+295.7%
28,658
+270.7%
1.38%
+189.3%
Q3 2017$740,000
+34.8%
7,731
+11.2%
0.48%
+1.7%
Q3 2016$549,0006,9520.47%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Cranbrook Wealth Management, LLC 17,368$1,225,0000.69%
Clal Insurance Enterprises Holdings Ltd 344,800$24,322,0000.65%
S. R. Schill & Associates 12,642$892,0000.62%
NWAM LLC 17,797$1,255,0000.51%
United Asset Strategies, Inc. 12,697$896,0000.39%
Madden Advisory Services, Inc. 8,125$573,0000.38%
ROBERTS GLORE & CO INC /IL/ 6,860$484,0000.37%
Virtu Financial LLC 30,426$2,146,0000.30%
CHARTIST INC /CA/ 8,200$578,361,0000.29%
BOSTON RESEARCH & MANAGEMENT INC 6,510$459,0000.28%
View complete list of ISHARES TR shareholders