Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is PFF and the CUSIP is 464288687. A total of 939 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.4%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,199
-2.5%
6700.0%0.00%0.0%
Q2 2023$20,722
-0.3%
670
+0.6%
0.00%
-33.3%
Q1 2023$20,792
+3.4%
666
+1.2%
0.00%0.0%
Q4 2022$20,101
-52.1%
658
-50.0%
0.00%
-57.1%
Q3 2022$42,000
+100.0%
1,316
+107.6%
0.01%
+75.0%
Q2 2022$21,0000.0%634
+8.9%
0.00%0.0%
Q1 2022$21,000
-8.7%
582
+0.5%
0.00%0.0%
Q4 2021$23,000
+4.5%
579
+1.4%
0.00%
-20.0%
Q3 2021$22,0000.0%571
+1.2%
0.01%0.0%
Q2 2021$22,000
+4.8%
564
+1.3%
0.01%
-16.7%
Q1 2021$21,0000.0%557
+0.7%
0.01%0.0%
Q4 2020$21,000
+5.0%
553
+1.5%
0.01%
-14.3%
Q3 2020$20,000
+5.3%
545
+1.3%
0.01%
-12.5%
Q2 2020$19,000
-87.7%
538
-88.9%
0.01%
-88.6%
Q1 2020$154,000
-55.9%
4,852
-47.7%
0.07%
-42.6%
Q4 2019$349,0000.0%9,272
-0.2%
0.12%
+19.6%
Q3 2019$349,000
+2.3%
9,290
+0.3%
0.10%
-2.9%
Q2 2019$341,000
+0.9%
9,260
+0.1%
0.10%0.0%
Q1 2019$338,000
+8.3%
9,254
+1.5%
0.10%
-2.8%
Q4 2018$312,000
-4.9%
9,121
+3.1%
0.11%
+0.9%
Q3 2018$328,000
-6.0%
8,845
-4.3%
0.11%
-39.5%
Q2 2018$349,000
-4.9%
9,245
-5.4%
0.18%
-11.1%
Q1 2018$367,000
-0.8%
9,773
+0.5%
0.20%
-2.9%
Q4 2017$370,000
-1.9%
9,723
+0.1%
0.20%
-8.5%
Q3 2017$377,000
-0.8%
9,717
+0.2%
0.22%
-5.9%
Q2 2017$380,000
-10.4%
9,697
-11.5%
0.24%
-7.0%
Q1 2017$424,000
+16.8%
10,957
+12.4%
0.26%
+13.3%
Q4 2016$363,000
-31.5%
9,746
-27.3%
0.23%
-36.9%
Q3 2016$530,000
+37.7%
13,415
+39.1%
0.36%
+28.3%
Q2 2016$385,000
+2.4%
9,646
+0.0%
0.28%
-3.8%
Q1 2016$376,000
+62.1%
9,643
+61.3%
0.29%
+66.7%
Q4 2015$232,000
+0.4%
5,979
+0.1%
0.17%
-4.4%
Q3 2015$231,000
-0.9%
5,974
+0.3%
0.18%
+9.0%
Q2 2015$233,000
+29.4%
5,955
+32.9%
0.17%
+33.6%
Q1 2015$180,000
+48.8%
4,482
+46.0%
0.12%
+40.4%
Q4 2014$121,0000.0%3,070
+0.1%
0.09%
-16.0%
Q3 2014$121,000
-32.8%
3,066
-31.9%
0.11%
-34.2%
Q2 2014$180,000
+2.9%
4,501
+0.5%
0.16%
-15.7%
Q1 2014$175,000
-42.1%
4,480
-45.3%
0.19%
+12.4%
Q4 2013$302,000
+3.8%
8,192
+7.1%
0.17%
-4.5%
Q3 2013$291,000
+0.7%
7,649
+4.0%
0.18%
-16.8%
Q2 2013$289,0007,3520.21%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 6,460,000$235,273,00071.50%
DOW CHEMICAL CO /DE/ 1,280,000$46,618,00032.84%
RS CRUM INC. 650,387$23,687,00013.40%
Edge Wealth Management LLC 1,693,830$61,689,00012.15%
Quaker Wealth Management, LLC 498,091$18,140,0007.87%
Sowa Financial Group, Inc. 308,085$11,220,0006.73%
Summit Financial Wealth Advisors, LLC 826,654$30,107,0006.08%
FirstPurpose Wealth LLC 206,397$7,517,0005.86%
SP Asset Management 1,479,607$53,887,0005.80%
Moser Wealth Advisors, LLC 233,820$8,516,0005.32%
View complete list of ISHARES TR shareholders