Kelly Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is XT and the CUSIP is 46434V381. A total of 238 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$000.00%
Q1 2024$000.00%
Q4 2023$000.00%
Q3 2023$000.00%
Q2 2023$000.00%
Q1 2023$0
-100.0%
0
-100.0%
0.00%
Q4 2022$47
-99.8%
1
-99.8%
0.00%
-100.0%
Q3 2022$22,686
+65.5%
509
+78.0%
0.01%
+85.7%
Q2 2022$13,708
-18.8%
2860.0%0.01%
-12.5%
Q1 2022$16,885
-10.6%
2860.0%0.01%
-11.1%
Q4 2021$18,896
+5.3%
2860.0%0.01%
-10.0%
Q3 2021$17,944
+6174.1%
286
-98.4%
0.01%
-9.1%
Q2 2021$286
-98.3%
18,090
+6225.2%
0.01%0.0%
Q1 2021$16,937
+3.5%
2860.0%0.01%0.0%
Q4 2020$16,371
+17.8%
2860.0%0.01%
+10.0%
Q3 2020$13,894
+9.1%
2860.0%0.01%0.0%
Q2 2020$12,733
+25.0%
2860.0%0.01%
-23.1%
Q1 2020$10,184
-16.7%
2860.0%0.01%
+44.4%
Q4 2019$12,229
+10.6%
2860.0%0.01%
-10.0%
Q3 2019$11,057
+0.2%
2860.0%0.01%0.0%
Q2 2019$11,031
+1.5%
2860.0%0.01%
-16.7%
Q1 2019$10,8652860.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Alpha Financial Advisors, LLC 301,473$14,271,71712.39%
Essex Private Wealth Management, LLC 31,197$1,476,8865.54%
Financial Engines Advisors L.L.C. 33,165,738$1,570,066,0814.49%
VAUGHAN & Co SECURITIES, INC. 105,436$4,991,3193.98%
New England Private Wealth Advisors LLC 332,212$15,727,0783.33%
Concord Wealth Partners 230,797$10,925,9203.29%
Sweet Financial Partners, LLC 199,963$9,466,2582.78%
BARRETT & COMPANY, INC. 85,062$4,026,8242.66%
AlphaCore Capital LLC 131,641$6,231,8662.42%
Sentinus, LLC 65,792$3,076,4851.80%
View complete list of ISHARES TR shareholders