Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 268 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$900
-3.8%
100.0%0.00%
Q2 2023$936
+6.6%
100.0%0.00%
Q1 2023$878
+6.7%
100.0%0.00%
Q4 2022$823
-95.9%
10
-96.3%
0.00%
-100.0%
Q3 2022$20,000
+1900.0%
267
+2570.0%
0.00%
Q2 2022$1,0000.0%100.0%0.00%
Q1 2022$1,0000.0%100.0%0.00%
Q4 2021$1,0000.0%100.0%0.00%
Q3 2021$1,0000.0%100.0%0.00%
Q2 2021$1,0000.0%100.0%0.00%
Q1 2021$1,0000.0%100.0%0.00%
Q4 2020$1,0000.0%10
+100.0%
0.00%
Q3 2020$1,0000.0%50.0%0.00%
Q2 2020$1,000
-50.0%
5
-76.2%
0.00%
-100.0%
Q4 2018$2,000210.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Divergent Planning, LLC 120,469$12,787,0009.36%
SPINNAKER TRUST 1,061,737$112,810,0007.23%
Roof Eidam Maycock Peralta, LLC 165,837$17,620,0005.95%
WIN ADVISORS, INC 243,769$25,900,0005.93%
Prostatis Group LLC 88,294$9,381,2535.75%
Varma Mutual Pension Insurance Co 3,079,816$327,230,0004.76%
Tradewinds Capital Management, LLC 275,317$29,252,0004.48%
WJ Wealth Management, LLC 48,627$5,164,0003.09%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 50,209$5,335,0002.99%
Stewardship Advisors, LLC 75,584$8,031,0002.89%
View complete list of ISHARES TR shareholders