Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$69,000
+1.5%
3660.0%0.02%
-11.8%
Q2 2021$68,000
+7.9%
3660.0%0.02%0.0%
Q1 2021$63,000
+14.5%
3660.0%0.02%0.0%
Q4 2020$55,000
+22.2%
3660.0%0.02%
+6.2%
Q3 2020$45,000
+2.3%
3660.0%0.02%
-11.1%
Q2 2020$44,000
+15.8%
3660.0%0.02%
+5.9%
Q1 2020$38,000
-32.1%
3660.0%0.02%
-10.5%
Q4 2019$56,000
-17.6%
366
-26.8%
0.02%
-5.0%
Q3 2019$68,000
+1.5%
5000.0%0.02%
-4.8%
Q2 2019$67,000
+8.1%
5000.0%0.02%
+10.5%
Q1 2019$62,000
+10.7%
5000.0%0.02%0.0%
Q4 2018$56,000
-16.4%
5000.0%0.02%
-13.6%
Q3 2018$67,000
+3.1%
5000.0%0.02%
-33.3%
Q2 2018$65,0000.0%5000.0%0.03%
-5.7%
Q1 2018$65,0000.0%5000.0%0.04%
-2.8%
Q4 2017$65,000
+8.3%
5000.0%0.04%0.0%
Q3 2017$60,000
+5.3%
5000.0%0.04%0.0%
Q2 2017$57,000
+3.6%
5000.0%0.04%
+9.1%
Q1 2017$55,000
+3.8%
5000.0%0.03%0.0%
Q4 2016$53,000
+20.5%
5000.0%0.03%
+10.0%
Q3 2016$44,000
+10.0%
5000.0%0.03%
+3.4%
Q2 2016$40,000
-2.4%
5000.0%0.03%
-9.4%
Q1 2016$41,000
-8.9%
5000.0%0.03%
-5.9%
Q4 2015$45,000
+4.7%
5000.0%0.03%0.0%
Q3 2015$43,000
-8.5%
5000.0%0.03%0.0%
Q2 2015$47,000
+4.4%
5000.0%0.03%
+9.7%
Q1 2015$45,000
-2.2%
5000.0%0.03%
-8.8%
Q4 2014$46,000
+7.0%
5000.0%0.03%
-10.5%
Q3 2014$43,000
+2.4%
5000.0%0.04%0.0%
Q2 2014$42,0000.0%5000.0%0.04%
-17.4%
Q1 2014$42,0000.0%5000.0%0.05%
+91.7%
Q4 2013$42,000
+13.5%
5000.0%0.02%
+4.3%
Q3 2013$37,000
+2.8%
5000.0%0.02%
-14.8%
Q2 2013$36,0005000.03%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 21,952$3,313,9409.53%
Kozak & Associates, Inc. 65,014$9,814,4834.41%
VALLEY FINANCIAL MANAGEMENT, INC. 37,383$5,643,3383.49%
SAM Advisors, LLC 38,816$5,859,6632.63%
Snider Financial Group 30,327$4,578,2262.44%
RiverFront Investment Group, LLC 439,196$66,301,1522.34%
ARKANSAS FINANCIAL GROUP, INC. 45,791$6,912,6281.44%
Financial Freedom, LLC 12,171$1,837,3611.34%
Vahanian & Associates Financial Planning Inc. 3,095$467,2211.30%
Quantitative Advantage, LLC 58,787$8,874,4411.29%
View complete list of ISHARES TR shareholders