Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$335,000
+72.7%
11,028
+83.8%
0.07%
+57.4%
Q2 2021$194,000
+3133.3%
6,000
+3091.5%
0.05%
+2250.0%
Q1 2021$6,000
+200.0%
188
+88.0%
0.00%
+100.0%
Q1 2020$2,000
+100.0%
100
+127.3%
0.00%0.0%
Q3 2017$1,000
-87.5%
44
-81.8%
0.00%
-80.0%
Q2 2017$8,0000.0%2420.0%0.01%0.0%
Q1 2017$8,0000.0%242
-15.4%
0.01%0.0%
Q4 2016$8,000
-11.1%
2860.0%0.01%
-16.7%
Q3 2016$9,0002860.01%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders