Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKG and the CUSIP is 464288208. A total of 152 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
YARGER WEALTH STRATEGIES, LLC 72,357$4,245,1805.26%
PACIFIC FINANCIAL GROUP INC 95,990$5,631,7184.22%
Benchmark Wealth Management, LLC 84,468$4,955,7383.57%
Matrix Trust Co 148,922$8,7372.21%
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 95,298$5,591,1461.98%
OmniStar Financial Group, Inc. 22,949$1,346,3951.53%
Sunburst Financial Group, LLC 62,331$3,656,9601.46%
Pitti Group Wealth Management, LLC 17,703$1,038,6061.24%
Brand Asset Management Group, Inc. 38,370$2,251,1731.14%
Empirical Asset Management, LLC 13,095$768,2620.81%
View complete list of ISHARES TR shareholders