Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 307 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.99 and the average weighting 0.5%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$1,000
-95.8%
9
-95.1%
0.00%
-100.0%
Q1 2021$24,000
+2300.0%
182
+2175.0%
0.01%
Q1 2020$1,000
-75.0%
8
-73.3%
0.00%
-100.0%
Q1 2018$4,000
-77.8%
30
-79.9%
0.00%
-85.7%
Q4 2015$18,0001490.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders