Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 955 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$472,000
+1.3%
12,968
+9.1%
0.32%
+156.3%
Q4 2021$466,000
+3.8%
11,890
+4.0%
0.13%
-0.8%
Q3 2021$449,000
+9.2%
11,433
+8.9%
0.13%
-24.0%
Q2 2021$411,000
+25.7%
10,500
+22.9%
0.17%
+63.7%
Q1 2021$327,000
+25.3%
8,544
+24.7%
0.10%
-8.1%
Q4 2020$261,000
-18.2%
6,851
-20.3%
0.11%
-21.8%
Q3 2020$319,000
+6.3%
8,597
+1.8%
0.14%
+12.7%
Q2 2020$300,000
+2.7%
8,447
-3.8%
0.13%
-3.1%
Q1 2020$292,000
+2333.3%
8,782
-28.2%
0.13%
+1344.4%
Q4 2015$12,00012,2380.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders