Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 437 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$411,000
+6.8%
15,543
+7.0%
0.11%
+1.8%
Q3 2021$385,000
-6.8%
14,527
-6.2%
0.11%
-35.1%
Q2 2021$413,000
-12.7%
15,487
-14.0%
0.17%
+14.3%
Q1 2021$473,000
+39.1%
18,002
+42.3%
0.15%
+1.4%
Q4 2020$340,000
+26.4%
12,648
+29.2%
0.14%
+20.8%
Q3 2020$269,000
-0.7%
9,791
+1.4%
0.12%
+5.3%
Q2 2020$271,000
+22.6%
9,656
+21.6%
0.11%
+15.2%
Q1 2020$221,000
-46.7%
7,944
-50.4%
0.10%
-34.4%
Q4 2019$415,00016,0010.15%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 545,022$12,742,61318.50%
Spectrum Asset Management, Inc. (NB/CA) 1,225,801$28,659,23914.18%
Nationwide Fund Advisors 5,310,252$124,153,69212.50%
ACCESS FINANCIAL SERVICES, INC. 746,293$17,448,33010.60%
ERTS Wealth Advisors, LLC 1,855,616$43,384,29510.51%
SCS Capital Management LLC 13,479,432$315,148,9929.28%
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 763,991$17,862,1107.36%
ALTERNA WEALTH MANAGEMENT, INC 224,659$5,252,5276.58%
FFG RETIREMENT ADVISORS LLC 320,731$7,498,6916.42%
Williams Financial, LLC 337,372$7,887,7686.16%
View complete list of ISHARES TR shareholders