Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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 Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders