Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 90 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2019$93,000
+6.9%
6500.0%0.03%
+28.0%
Q3 2019$87,000
-2.2%
6500.0%0.02%
-7.4%
Q2 2019$89,000
-1.1%
6500.0%0.03%
-3.6%
Q1 2019$90,000
+8.4%
650
-3.0%
0.03%
-3.4%
Q4 2018$83,000
-17.0%
670
+3.1%
0.03%
-12.1%
Q3 2018$100,000
+1.0%
6500.0%0.03%
-34.0%
Q2 2018$99,000
+6.5%
6500.0%0.05%
-2.0%
Q1 2018$93,000
-38.8%
650
-35.0%
0.05%
-39.3%
Q4 2017$152,000
+3.4%
1,0000.0%0.08%
-3.4%
Q3 2017$147,000
+4.3%
1,0000.0%0.09%
-1.1%
Q2 2017$141,000
-2.1%
1,0000.0%0.09%
+1.1%
Q1 2017$144,000
+0.7%
1,0000.0%0.09%
-2.2%
Q4 2016$143,000
+10.0%
1,0000.0%0.09%
+1.1%
Q3 2016$130,000
+7.4%
1,0000.0%0.09%0.0%
Q2 2016$121,000
+1.7%
1,0000.0%0.09%
-4.3%
Q1 2016$119,000
+3.5%
1,0000.0%0.09%
+7.0%
Q4 2015$115,000
+2.7%
1,0000.0%0.09%
-2.3%
Q3 2015$112,000
-11.1%
1,0000.0%0.09%
-2.2%
Q2 2015$126,000
-3.8%
1,0000.0%0.09%
-1.1%
Q1 2015$131,000
+1.6%
1,0000.0%0.09%
-4.2%
Q4 2014$129,000
+8.4%
1,0000.0%0.10%
-8.7%
Q3 2014$119,000
-7.0%
1,0000.0%0.10%
-9.6%
Q2 2014$128,000
+4.1%
1,0000.0%0.12%
-14.2%
Q1 2014$123,000
+2.5%
1,0000.0%0.13%
+100.0%
Q4 2013$120,000
+10.1%
1,0000.0%0.07%0.0%
Q3 2013$109,000
+5.8%
1,0000.0%0.07%
-11.8%
Q2 2013$103,0001,0000.08%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Atria Investments, Inc 140,280$17,320,0001.76%
Courage Miller Partners, LLC 16,699$2,062,0001.62%
Camarda Financial Advisors, LLC 15,143$1,870,0001.43%
M Holdings Securities, Inc. 9,821$1,213,0001.27%
ACG Wealth 25,050$3,093,0000.92%
Investors Capital Advisory Services 18,575$2,293,0000.49%
NEW ENGLAND SECURITIES CORP /MA/ 18,038$2,228,0000.43%
Advisors Preferred, LLC 5,115$631,651,0000.29%
Plante Moran Financial Advisors, LLC 1,000$123,0000.13%
B. Riley Wealth Advisors, Inc. 3,490$431,0000.13%
View complete list of ISHARES TR shareholders