Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$951,946
+0.9%
10,011
-0.7%
2.04%
+8.1%
Q1 2023$943,481
+7.0%
10,081
+4.3%
1.89%
-4.9%
Q4 2022$882,146
+54.2%
9,661
+47.2%
1.99%
+40.8%
Q3 2022$572,000
-5.1%
6,562
+0.8%
1.41%
+74.3%
Q2 2022$603,000
+1.2%
6,509
+6.8%
0.81%
+98.5%
Q1 2022$596,000
-54.7%
6,092
-53.4%
0.41%
-23.6%
Q2 2021$1,316,000
-24.3%
13,061
-22.0%
0.53%
-1.3%
Q1 2021$1,738,000
-73.3%
16,754
-57.0%
0.54%
-84.5%
Q3 2018$6,498,000
+37.9%
38,928
+24.6%
3.48%
+63.2%
Q2 2018$4,712,000
-50.0%
31,239
-50.0%
2.14%
-23.3%
Q1 2018$9,424,000
+235.7%
62,478
+241.8%
2.79%
+111.1%
Q4 2017$2,807,000
+7.8%
18,280
-2.7%
1.32%
-28.5%
Q1 2017$2,605,000
+21.7%
18,788
+22.9%
1.85%
+6.8%
Q4 2016$2,140,000
+46.7%
15,287
+30.8%
1.73%
+39.0%
Q3 2016$1,459,000
+4.7%
11,690
-2.1%
1.24%
+15.3%
Q2 2016$1,394,000
+222.7%
11,936
+213.1%
1.08%
+200.3%
Q1 2016$432,000
+928.6%
3,812
-90.9%
0.36%
+1058.1%
Q4 2015$42,00041,9660.03%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders