Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 502 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 5.55 and the average weighting 0.7%.

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 Q1 2021
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders