Kelly Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is USHY and the CUSIP is 46435U853. A total of 461 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Kelly Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$931
+0.9%
26
+4.0%
0.00%
Q1 2024$923
+2.0%
250.0%0.00%
Q4 2023$905
-76.2%
25
-77.3%
0.00%
-100.0%
Q3 2023$3,810
-11.1%
110
-9.1%
0.00%0.0%
Q2 2023$4,287
+219.0%
121
+218.4%
0.00%
+100.0%
Q1 2023$1,344
-94.9%
38
-95.1%
0.00%
-92.9%
Q4 2022$26,531
+6.1%
768
+3.2%
0.01%
-6.7%
Q3 2022$25,009
+5583.9%
744
+5623.1%
0.02%
Q2 2022$440
-9.7%
130.0%0.00%
Q1 2022$487
-4.7%
13
+8.3%
0.00%
Q4 2021$511
-80.8%
12
-81.2%
0.00%
-100.0%
Q3 2021$2,665
+22108.3%
64
-87.3%
0.00%
Q2 2021$12
-97.6%
503
+4091.7%
0.00%
Q1 2021$490
+0.6%
120.0%0.00%
Q4 2020$487
+6.6%
120.0%0.00%
Q3 2020$457
+4.6%
12
+9.1%
0.00%
Q2 2020$437
+9.2%
110.0%0.00%
Q1 2020$400
-12.9%
110.0%0.00%
Q4 2019$459110.00%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Counterpoint Mutual Funds LLC 861,936$29,917,79924.90%
ERTS Wealth Advisors, LLC 1,532,996$53,210,27512.81%
Bricktown Capital, LLC 1,681,766$58,374,09811.58%
Koss-Olinger Consulting, LLC 1,794,302$62,280,0009.19%
HORIZON FINANCIAL SERVICES, LLC 236,344$8,203,4906.59%
Wavelength Capital Management, LLC 162,915$5,654,7806.58%
State of Wisconsin - Board of Commissioners of Public Lands 782,666$27,166,3376.55%
Prestige Wealth Management Group LLC 688,306$23,891,1025.89%
FORTE ASSET MANAGEMENT LLC 234,050$8,123,8645.46%
Ocean Park Asset Management, LLC 3,278,017$113,779,9705.07%
View complete list of ISHARES TR shareholders