Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$93,8851,2440.01%
Q2 2022$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2020$49,000
-31.9%
501
-3.5%
0.02%
-12.0%
Q4 2019$72,000
-82.6%
519
-83.9%
0.02%
-79.3%
Q3 2019$414,000
+2.5%
3,2160.0%0.12%
-2.4%
Q2 2019$404,000
+6.3%
3,2160.0%0.12%
+5.1%
Q1 2019$380,000
+11.1%
3,2160.0%0.12%
-0.8%
Q4 2018$342,000
-12.5%
3,2160.0%0.12%
-6.3%
Q3 2018$391,000
-17.0%
3,216
-19.9%
0.13%
-46.9%
Q2 2018$471,000
+698.3%
4,016
+701.6%
0.24%
+646.9%
Q1 2018$59,000
-1.7%
5010.0%0.03%
-3.0%
Q4 2017$60,000
+7.1%
5010.0%0.03%0.0%
Q3 2017$56,0000.0%501
-4.2%
0.03%
-5.7%
Q2 2017$56,000
+7.7%
523
+4.4%
0.04%
+12.9%
Q1 2017$52,000
+2.0%
5010.0%0.03%
-3.1%
Q4 2016$51,0005010.03%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Kellett Wealth Advisors, LLC 122,085$10,583,0008.10%
First Citizens Financial Corp 59,337$5,144,0003.76%
HC Advisors, LLC 56,984$4,940,0003.03%
Paragon Wealth Strategies, LLC 134,774$11,684,0002.82%
Magnus Financial Group LLC 171,216$14,843,0002.82%
ETFIDEA, LLC 76,600$6,640,4542.67%
BEAM WEALTH ADVISORS, INC. 26,175$2,269,0002.60%
Stillwater Capital Advisors, LLC 174,315$15,111,0002.30%
GDS Wealth Management 105,788$9,171,0002.05%
Somerset Group LLC 33,465$2,901,0001.96%
View complete list of ISHARES TR shareholders