Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$28,318
-43.1%
392
-41.0%
0.00%
-50.0%
Q2 2023$49,800
+4.9%
6640.0%0.01%0.0%
Q1 2023$47,483
+4.7%
6640.0%0.01%
-14.3%
Q4 2022$45,351
+8.0%
6640.0%0.01%0.0%
Q3 2022$42,0000.0%6640.0%0.01%0.0%
Q2 2022$42,000
-17.6%
6640.0%0.01%
-30.0%
Q1 2022$51,000
-10.5%
6640.0%0.01%
+11.1%
Q4 2021$57,000
+58.3%
664
+45.6%
0.01%
+12.5%
Q3 2021$36,000
-2.7%
4560.0%0.01%
-11.1%
Q2 2021$37,000
+2.8%
4560.0%0.01%
-10.0%
Q1 2021$36,000
-64.7%
456
-67.8%
0.01%
-68.8%
Q4 2020$102,000
+20.0%
1,416
+300.0%
0.03%
+6.7%
Q3 2020$85,000
+672.7%
354
+653.2%
0.03%
+650.0%
Q2 2020$11,000
+37.5%
470.0%0.00%0.0%
Q1 2020$8,000
-27.3%
470.0%0.00%0.0%
Q4 2019$11,0000.0%470.0%0.00%
+33.3%
Q3 2019$11,0000.0%470.0%0.00%0.0%
Q2 2019$11,000
+10.0%
470.0%0.00%0.0%
Q1 2019$10,000
-44.4%
47
-50.0%
0.00%
-50.0%
Q4 2018$18,000
+63.6%
94
+100.0%
0.01%
+50.0%
Q3 2018$11,0000.0%470.0%0.00%
-33.3%
Q2 2018$11,000
+10.0%
470.0%0.01%
+20.0%
Q1 2018$10,0000.0%470.0%0.01%
-16.7%
Q4 2017$10,0000.0%470.0%0.01%0.0%
Q3 2017$10,000
+11.1%
470.0%0.01%0.0%
Q2 2017$9,0000.0%470.0%0.01%
+20.0%
Q1 2017$9,0000.0%470.0%0.01%
-16.7%
Q4 2016$9,000
+12.5%
470.0%0.01%
+20.0%
Q3 2016$8,0000.0%470.0%0.01%
-16.7%
Q2 2016$8,0000.0%470.0%0.01%0.0%
Q1 2016$8,0000.0%470.0%0.01%0.0%
Q4 2015$8,000
+14.3%
470.0%0.01%0.0%
Q3 2015$7,000
-12.5%
470.0%0.01%0.0%
Q2 2015$8,0000.0%470.0%0.01%0.0%
Q1 2015$8,0000.0%470.0%0.01%0.0%
Q4 2014$8,000
+14.3%
470.0%0.01%0.0%
Q3 2014$7,000
-90.7%
47
-91.3%
0.01%
-87.0%
Q3 2013$75,000
+7.1%
5400.0%0.05%
-11.5%
Q2 2013$70,0005400.05%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders