Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 369 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.70 and the average weighting 0.4%.

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 2021
NameSharesValueWeighting ↓
Advisors Preferred, LLC 103,374$11,680,0005.46%
Financial Management Professionals, Inc. 30,637$3,461,0001.80%
TOTH FINANCIAL ADVISORY CORP 29,718$3,358,0000.99%
ASSETMARK, INC 529,244$59,799,0000.91%
DOWLING & YAHNKE LLC 67,931$7,676,0000.90%
Cavalier Investments, LLC 12,243$1,383,0000.84%
JUNCTURE WEALTH STRATEGIES, LLC 6,732$761,0000.51%
BNP PARIBAS FINANCIAL MARKETS 1,104,000$124,740,960,0000.51%
Virtu Financial LLC 20,197$2,282,0000.39%
First Financial Bank - Trust Division 17,688$1,999,0000.37%
View complete list of ISHARES TR shareholders