Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 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 Q4 2017
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders