Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 117 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 19.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$217,000
+0.5%
1,0000.0%0.06%
-4.5%
Q2 2019$216,000
+4.9%
1,0000.0%0.07%
+3.1%
Q1 2019$206,000
+19.8%
1,0000.0%0.06%
+6.7%
Q4 2018$172,000
-17.7%
1,0000.0%0.06%
-11.8%
Q3 2018$209,000
+8.3%
1,0000.0%0.07%
-30.6%
Q2 2018$193,000
+7.8%
1,0000.0%0.10%
+1.0%
Q1 2018$179,000
+5.9%
1,0000.0%0.10%
+3.2%
Q4 2017$169,000
+9.0%
1,0000.0%0.09%
+2.2%
Q3 2017$155,000
+6.9%
1,0000.0%0.09%
+1.1%
Q2 2017$145,000
+5.1%
1,0000.0%0.09%
+9.6%
Q1 2017$138,000
+11.3%
1,0000.0%0.08%
+7.8%
Q4 2016$124,0000.0%1,0000.0%0.08%
-8.3%
Q3 2016$124,000
+12.7%
1,0000.0%0.08%
+5.0%
Q2 2016$110,000
-0.9%
1,0000.0%0.08%
-5.9%
Q1 2016$111,0000.0%1,0000.0%0.08%
+2.4%
Q4 2015$111,000
+11.0%
1,0000.0%0.08%
+5.1%
Q3 2015$100,000
-3.8%
1,0000.0%0.08%
+6.8%
Q2 2015$104,000
+1.0%
1,0000.0%0.07%
+2.8%
Q1 2015$103,0001,0000.07%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 46,458$18,753,00029.22%
Brouwer & Janachowski, LLC 163,913$66,163,00011.54%
Mathes Company, Inc. 33,663$13,588,0005.04%
GM Advisory Group, LLC 122,292$49,363,0004.98%
Legacy Financial Strategies, LLC 26,085$10,529,0004.95%
Apexium Financial, LP 14,463$5,838,0003.37%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165,149$66,662,0003.26%
Equitable Holdings, Inc. 463,650$187,152,0003.19%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 68,231$27,541,4433.14%
Destination Wealth Management 163,722$66,086,0002.57%
View complete list of ISHARES TR shareholders