Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$3,000
-25.0%
85
-57.5%
0.00%0.0%
Q4 2020$4,000
-80.0%
200
-83.7%
0.00%
-85.7%
Q3 2020$20,000
+400.0%
1,225
+521.8%
0.01%
+250.0%
Q2 2020$4,000
-84.0%
197
-88.0%
0.00%
-81.8%
Q1 2020$25,000
+38.9%
1,642
+277.5%
0.01%
+22.2%
Q2 2018$18,000
-78.3%
435
-79.9%
0.01%
-82.0%
Q1 2017$83,000
-11.7%
2,161
-4.4%
0.05%
-15.3%
Q4 2016$94,000
+88.0%
2,261
+78.0%
0.06%
+73.5%
Q3 2016$50,000
+11.1%
1,270
+8.5%
0.03%
+3.0%
Q2 2016$45,000
+9.8%
1,1700.0%0.03%
+3.1%
Q1 2016$41,000
+2.5%
1,1700.0%0.03%
+6.7%
Q4 2015$40,0000.0%1,1700.0%0.03%
-3.2%
Q3 2015$40,000
-20.0%
1,1700.0%0.03%
-13.9%
Q2 2015$50,000
-2.0%
1,1700.0%0.04%0.0%
Q1 2015$51,0001,1700.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders