Kelly Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 598 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$50,427
+0.3%
382
+0.3%
0.02%
-5.3%
Q1 2024$50,270
+4.4%
381
+0.3%
0.02%0.0%
Q4 2023$48,143
+5577.2%
380
+4650.0%
0.02%
Q3 2023$848
-9.1%
80.0%0.00%
Q2 2023$933
+1.3%
80.0%0.00%
Q1 2023$921
+2.9%
80.0%0.00%
Q4 2022$895
-48.4%
8
-57.9%
0.00%
-100.0%
Q3 2022$1,733
+118.5%
19
+137.5%
0.00%
Q2 2022$793
-89.7%
8
-88.6%
0.00%
-100.0%
Q1 2022$7,730
+7.9%
700.0%0.00%0.0%
Q4 2021$7,162
-1.3%
700.0%0.00%
-25.0%
Q3 2021$7,254
+9444.7%
70
-99.2%
0.00%
+33.3%
Q2 2021$76
-99.0%
8,285
+10801.3%
0.00%
-40.0%
Q1 2021$7,864
+10.2%
76
+1.3%
0.01%0.0%
Q4 2020$7,135
+19.8%
75
+97.4%
0.01%
+25.0%
Q3 2020$5,955
-12.9%
38
-9.5%
0.00%
-20.0%
Q2 2020$6,837
+17.6%
42
+5.0%
0.01%
-28.6%
Q1 2020$5,815
-99.9%
40
-99.9%
0.01%
-99.9%
Q4 2019$10,325,874
-1.3%
46,496
-0.1%
7.91%
-16.6%
Q3 2019$10,457,566
+4.0%
46,540
-0.8%
9.49%
+3.8%
Q2 2019$10,054,284
+16.1%
46,937
+8.2%
9.14%
-5.1%
Q1 2019$8,656,81443,3759.63%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Bluesphere Advisors, LLC 29,660$2,809,0003.01%
ALTFEST L J & CO INC 99,499$9,425,0002.31%
MEITAV INVESTMENT HOUSE LTD 294,394$27,885,0001.09%
Future Financial Wealth Managment LLC 9,458$896,0001.03%
INTERACTIVE FINANCIAL ADVISORS, INC. 23,933$2,267,0001.03%
Game Plan Financial Advisors, LLC 14,711$1,395,0000.99%
Segment Wealth Management, LLC 71,272$6,751,0000.98%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 44,300$4,196,0000.93%
Joseph P. Lucia & Associates, LLC 12,332$1,168,0000.82%
Realta Investment Advisors 28,248$2,676,0000.76%
View complete list of ISHARES TR shareholders