Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 106 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$29,000
+16.0%
54
-5.3%
0.01%
-16.7%
Q3 2021$25,000
+177.8%
57
+200.0%
0.01%
+200.0%
Q2 2021$9,000
+12.5%
190.0%0.00%0.0%
Q1 2021$8,000
-55.6%
19
-85.3%
0.00%
-81.8%
Q1 2017$18,0001290.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 33,799$15,352,0009.88%
FIRST NATIONAL CORP /MA/ /ADV 137,990$45,704,0006.58%
Portfolio Strategies, Inc. 70,652$32,096,0006.37%
Northstar Advisory Group, LLC 21,769$9,888,0006.18%
360 Financial, Inc. 21,503$9,767,0005.08%
AFFINITY WEALTH MANAGEMENT LLC 48,924$21,791,0004.33%
Glaxis Capital Management, LLC 7,000$3,180,0003.97%
Safeguard Investment Advisory Group, LLC 11,664$5,298,0003.77%
MORGAN JESS S & CO INC 10,403$4,725,0003.10%
VESTOR CAPITAL, LLC 56,983$25,883,0002.72%
View complete list of ISHARES TR shareholders