Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 79 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$6,350
-99.4%
126
-99.4%
0.01%
-96.8%
Q4 2019$1,122,000
-6.9%
20,565
-5.3%
0.41%
-14.8%
Q3 2019$1,205,000
+20.6%
21,727
-1.2%
0.48%
+5.7%
Q2 2019$999,000
+17.9%
22,002
+34.3%
0.45%
-17.0%
Q1 2019$847,000
-11.0%
16,382
-22.8%
0.55%
+17.9%
Q4 2018$952,000
+24.4%
21,225
+34.2%
0.46%
+13.2%
Q3 2018$765,000
-12.5%
15,821
-11.6%
0.41%
+3.5%
Q2 2018$874,000
-47.7%
17,901
-51.7%
0.40%
-19.8%
Q1 2018$1,670,000
+75.1%
37,082
+91.3%
0.49%
+10.0%
Q4 2017$954,000
-7.2%
19,381
-7.2%
0.45%
-32.2%
Q3 2017$1,028,000
-29.5%
20,888
-29.5%
0.66%
-50.3%
Q2 2017$1,458,000
+1.2%
29,646
+0.7%
1.33%
+30.6%
Q1 2017$1,440,000
+1.6%
29,429
+1.3%
1.02%
-10.8%
Q4 2016$1,417,000
-6.2%
29,062
-2.4%
1.14%
-11.1%
Q3 2016$1,510,000
-5.8%
29,775
-4.0%
1.29%
+3.8%
Q2 2016$1,603,000
-4.6%
31,021
-12.6%
1.24%
-11.3%
Q1 2016$1,680,000
-0.1%
35,491
-19.1%
1.40%
+11.3%
Q4 2015$1,682,00043,8551.26%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,061$1,530,0000.46%
1834 INVESTMENT ADVISORS CO 14,872$649,0000.18%
Regal Investment Advisors LLC 8,526$372,0000.13%
AlphaMark Advisors, LLC 4,925$215,0000.13%
Kessler Investment Group, LLC 1,145$50,0000.09%
Ground Swell Capital, LLC 976$43,0000.08%
ATHERTON LANE ADVISERS, LLC 33,232$1,450,0000.08%
SG Americas Securities, LLC 83,627$3,649,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 480$21,0000.01%
LPL Financial LLC 29,242$1,276,0000.01%
View complete list of ISHARES TR shareholders