Kalos Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 256 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kalos Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$612,000
+8.9%
12,103
+9.0%
0.17%
+4.4%
Q3 2021$562,000
-0.4%
11,104
-10.7%
0.16%
-30.6%
Q2 2021$564,000
+27.0%
12,428
+18.6%
0.23%
+65.9%
Q1 2021$444,000
-24.2%
10,481
-24.0%
0.14%
-44.8%
Q4 2020$586,000
-2.3%
13,790
-17.3%
0.25%
-6.7%
Q3 2020$600,000
-60.7%
16,683
-64.0%
0.27%
-58.3%
Q2 2020$1,525,000
+21.4%
46,406
-3.1%
0.64%
+14.6%
Q1 2020$1,256,000
-25.8%
47,901
-0.5%
0.56%
-9.2%
Q4 2019$1,692,000
+4.5%
48,137
-0.2%
0.62%
-4.3%
Q3 2019$1,619,000
+239.4%
48,239
+237.1%
0.64%
+197.2%
Q2 2019$477,000
+12.5%
14,311
+18.8%
0.22%
-20.8%
Q1 2019$424,000
-11.1%
12,043
-15.8%
0.27%
+18.1%
Q4 2018$477,000
-3.4%
14,311
-6.1%
0.23%
-12.5%
Q3 2018$494,000
-13.3%
15,244
-11.0%
0.26%
+2.7%
Q2 2018$570,000
-50.3%
17,137
-49.0%
0.26%
-23.9%
Q1 2018$1,146,000
+83.9%
33,588
+94.3%
0.34%
+15.7%
Q4 2017$623,000
+7.8%
17,288
-1.8%
0.29%
-21.2%
Q3 2017$578,000
-0.3%
17,609
-2.7%
0.37%
-29.8%
Q2 2017$580,000
+5.3%
18,095
+3.5%
0.53%
+35.5%
Q1 2017$551,000
+17.2%
17,490
-0.2%
0.39%
+2.9%
Q4 2016$470,000
-24.7%
17,533
-17.3%
0.38%
-28.6%
Q3 2016$624,000
-15.8%
21,211
-20.0%
0.53%
-7.2%
Q2 2016$741,000
-7.5%
26,529
-9.0%
0.57%
-14.0%
Q1 2016$801,0000.0%29,1420.0%0.67%
+11.4%
Q4 2015$801,00029,1420.60%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Euclidean Capital LLC 1,200,144$47,237,66841.45%
Virtus Fund Advisers, LLC 40,789$1,702,53311.95%
Glovista Investments LLC 497,207$19,532,62811.87%
Rice Partnership, LLC 482,909$19,007,2985.70%
Meditor Group Ltd 171,200$6,738,4325.37%
Oaktree Fund Advisors, LLC 125,900$4,955,4244.68%
CIGNA INVESTMENTS INC /NEW 416,316$16,3863.26%
Qtron Investments LLC 298,726$11,757,8552.42%
Phoenix Holdings Ltd. 1,758,500$69,214,5601.55%
State of Tennessee, Treasury Department 8,432,698$331,910,9931.47%
View complete list of ISHARES TR shareholders