Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 315 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,325
+59.8%
88
+76.0%
0.00%0.0%
Q2 2023$5,834
-84.2%
50
-85.9%
0.00%
-87.5%
Q3 2021$37,000
-17.8%
354
-14.5%
0.01%
-27.3%
Q2 2021$45,000
-25.0%
414
-28.4%
0.01%
-31.2%
Q1 2021$60,000
+50.0%
578
+127.6%
0.02%
+14.3%
Q3 2020$40,000
-4.8%
2540.0%0.01%
-17.6%
Q2 2020$42,000
+23.5%
254
+66.0%
0.02%
+41.7%
Q4 2019$34,0000.0%1530.0%0.01%
+20.0%
Q3 2019$34,000
+3.0%
1530.0%0.01%0.0%
Q2 2019$33,000
+6.5%
1530.0%0.01%0.0%
Q1 2019$31,0000.0%153
-14.0%
0.01%
-9.1%
Q4 2018$31,000
-6.1%
178
+16.3%
0.01%0.0%
Q3 2018$33,000
+13.8%
1530.0%0.01%
-26.7%
Q2 2018$29,000
-3.3%
1530.0%0.02%
-6.2%
Q1 2018$30,000
+3.4%
1530.0%0.02%0.0%
Q4 2017$29,000
+7.4%
1530.0%0.02%0.0%
Q3 2017$27,0001530.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders