Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 110 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$171,343
-5.7%
2,8690.0%0.02%0.0%
Q2 2023$181,604
+4.5%
2,869
+0.1%
0.02%
-12.5%
Q1 2023$173,824
+3.5%
2,866
+0.1%
0.02%0.0%
Q4 2022$167,935
+162.4%
2,862
+142.7%
0.02%
+118.2%
Q3 2022$64,000
-3.0%
1,179
+0.4%
0.01%0.0%
Q2 2022$66,000
-16.5%
1,174
+0.3%
0.01%
-26.7%
Q1 2022$79,000
-84.0%
1,171
-84.3%
0.02%
-86.4%
Q3 2021$495,000
+2811.8%
7,441
+8974.4%
0.11%
+1733.3%
Q4 2019$17,000
+6.2%
820.0%0.01%
+20.0%
Q3 2019$16,0000.0%820.0%0.01%0.0%
Q2 2019$16,000820.01%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
PACIFIC FINANCIAL GROUP INC 28,030$7,048,0005.69%
Matrix Trust Co 77,863$19,578,0005.35%
Benchmark Wealth Management, LLC 22,448$5,644,0004.19%
Brand Asset Management Group, Inc. 11,046$2,777,0001.41%
Karp Capital Management Corp 18,099$4,551,0000.82%
Marshall Financial Group LLC 4,171$1,049,0000.63%
S.A. Mason LLC 2,706$680,0000.51%
TAP Consulting, LLC 4,308$1,083,0000.34%
DB Wealth Management Group, LLC 1,890$475,0000.32%
AVANTAX ADVISORY SERVICES, INC. 55,453$13,973,0000.30%
View complete list of ISHARES TR shareholders