Kelly Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is ESML and the CUSIP is 46435U663. A total of 343 filers reported holding ISHARES TR in Q1 2023. 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$38
-98.4%
1
-98.3%
0.00%
-100.0%
Q1 2024$2,335
+6.2%
580.0%0.00%0.0%
Q4 2023$2,198
-48.4%
58
-54.3%
0.00%
-50.0%
Q3 2023$4,259
-41.4%
127
-38.0%
0.00%
-33.3%
Q2 2023$7,267
+4.8%
205
+0.5%
0.00%0.0%
Q1 2023$6,931
+23.9%
204
+20.0%
0.00%0.0%
Q4 2022$5,596
-2.7%
170
-9.1%
0.00%0.0%
Q3 2022$5,750
-2.2%
1870.0%0.00%0.0%
Q2 2022$5,877
-21.6%
187
-5.1%
0.00%0.0%
Q1 2022$7,494
-14.2%
197
-9.2%
0.00%
-25.0%
Q4 2021$8,731
+2.7%
217
-0.5%
0.00%
-20.0%
Q3 2021$8,505
+438.3%
218
-99.7%
0.01%
-91.8%
Q2 2021$1,580
-75.5%
63,785
+38094.6%
0.06%
+1425.0%
Q1 2021$6,4361670.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 139,285$5,615,0005.53%
HARVEST GROUP WEALTH MANAGEMENT, LLC 212,158$8,554,0004.80%
IMPACTfolio, LLC 78,992$3,185,0002.79%
FLPUTNAM INVESTMENT MANAGEMENT CO 1,443,750$58,212,0001.78%
WRAPMANAGER INC 173,757$7,006,0001.75%
Northland Capital Management LLC 47,069$1,898,0001.62%
Stephens Consulting, LLC 40,263$1,623,3931.34%
BLUESTEM FINANCIAL ADVISORS, LLC 51,679$2,084,0001.30%
Summit Wealth Group, LLC 24,957$1,006,0001.15%
Sharkey, Howes & Javer 115,644$4,663,0001.05%
View complete list of ISHARES TR shareholders