Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

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 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders