Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 156 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2019
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 42,383$11,715,00027.17%
Mathes Company, Inc. 31,655$8,750,0004.88%
Legacy Financial Strategies, LLC 35,377$9,779,0004.55%
SHELTON WEALTH MANAGEMENT, LLC 12,086$3,341,0002.98%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 196,690$54,367,0002.56%
Equitable Holdings, Inc. 460,750$127,356,0002.49%
AFT, FORSYTH & COMPANY, INC. 9,957$2,752,0002.46%
WestEnd Advisors, LLC 241,520$66,758,0002.24%
Karp Capital Management Corp 42,383$11,715,0002.20%
Destination Wealth Management 168,978$46,707,0001.96%
View complete list of ISHARES TR shareholders