Kelly Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 710 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$16,616
-15.0%
171
-10.0%
0.01%
-14.3%
Q1 2024$19,544
-97.6%
190
-97.6%
0.01%
-97.9%
Q4 2023$825,555
+3515.3%
8,010
+3028.9%
0.33%
+3240.0%
Q3 2023$22,835
-6.2%
2560.0%0.01%
-16.7%
Q2 2023$24,337
+1.6%
2560.0%0.01%0.0%
Q1 2023$23,944
-14.4%
256
-16.3%
0.01%
-20.0%
Q4 2022$27,975
-24.0%
306
-31.4%
0.02%
-31.8%
Q3 2022$36,814
-98.7%
446
-98.6%
0.02%
-98.5%
Q2 2022$2,868,436
+11404.6%
32,219
+13104.5%
1.50%
+13563.6%
Q1 2022$24,933
+4.1%
244
+6.6%
0.01%0.0%
Q4 2021$23,952
+4.0%
2290.0%0.01%
-15.4%
Q3 2021$23,032
+10001.8%
229
-99.0%
0.01%
+44.4%
Q2 2021$228
-99.0%
24,075
+10459.2%
0.01%
-35.7%
Q1 2021$22,984
+24.1%
2280.0%0.01%
+7.7%
Q4 2020$18,526
+32.8%
228
+100.0%
0.01%
+30.0%
Q3 2020$13,947
+1.9%
1140.0%0.01%
-9.1%
Q2 2020$13,688
+20.6%
1140.0%0.01%
-21.4%
Q1 2020$11,346
-37.7%
114
+0.9%
0.01%0.0%
Q4 2019$18,218
+7.3%
1130.0%0.01%
-6.7%
Q3 2019$16,975
+1.2%
1130.0%0.02%0.0%
Q2 2019$16,773
+0.9%
1130.0%0.02%
-16.7%
Q1 2019$16,6291130.02%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders