Kelly Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 2,141 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.06 and the average weighting 1.1%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$78,968
-9.0%
1,349
-5.6%
0.03%
-15.2%
Q1 2024$86,785
+3.0%
1,429
+370.1%
0.03%
-2.9%
Q4 2023$84,236
-96.9%
304
-97.2%
0.03%
-97.3%
Q3 2023$2,708,067
+2955.4%
10,861
+3103.8%
1.24%
+2859.5%
Q2 2023$88,632
-8.3%
339
-12.2%
0.04%
-14.3%
Q1 2023$96,603
+12.4%
386
+8.7%
0.05%
+8.9%
Q4 2022$85,980
+3.0%
355
-6.8%
0.04%
-8.2%
Q3 2022$83,472
+4.6%
381
+7.9%
0.05%
+16.7%
Q2 2022$79,797
-31.2%
353
-18.3%
0.04%
-19.2%
Q1 2022$115,905
-16.9%
432
-12.4%
0.05%
-18.8%
Q4 2021$139,430
-97.9%
493
-98.0%
0.06%
-98.3%
Q3 2021$6,514,905
+25099.8%
24,765
-99.6%
3.67%
+266.3%
Q2 2021$25,853
-99.6%
6,947,519
+26843.0%
1.00%
-76.0%
Q1 2021$6,711,575
+9.1%
25,786
-3.6%
4.17%
-0.5%
Q4 2020$6,150,433
-38.3%
26,761
-50.2%
4.19%
-41.4%
Q3 2020$9,961,699
+187.0%
53,757
+175.4%
7.16%
+165.8%
Q2 2020$3,470,682
+8114.0%
19,518
+6538.8%
2.69%
+5078.8%
Q1 2020$42,253
-99.8%
294
-99.7%
0.05%
-99.6%
Q4 2019$18,086,067
-15.5%
87,873
-20.7%
13.86%
-28.7%
Q3 2019$21,415,333
+9.3%
110,828
+9.9%
19.43%
+9.1%
Q2 2019$19,591,119
+7.8%
100,850
+5.1%
17.81%
-11.9%
Q1 2019$18,175,39995,96320.22%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 808,003$149,731,00049.04%
Leonard Rickey Investment Advisors P.L.L.C. 252,796$46,846,00029.31%
HBC Financial Services, PLLC 158,889$33,035,00027.85%
LVZ, Inc. 497,718$92,232,00019.00%
FFT WEALTH MANAGEMENT LLC 234,858$43,522,00018.70%
New England Professional Planning Group Inc. 110,033$22,260,00017.72%
Millburn Ridgefield Corp 1,257,730$233,070,00017.30%
Independence Wealth Advisors, Inc. 35,380$6,556,00016.92%
ARKANSAS FINANCIAL GROUP, INC. 308,888$57,240,00016.83%
TRUEFG, LLC 119,419$22,130,00015.39%
View complete list of ISHARES TR shareholders