Plante Moran Financial Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 311 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.12 and the average weighting 0.6%.

Quarter-by-quarter ownership
Plante Moran Financial Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,868
-52.2%
29
-50.8%
0.00%
-100.0%
Q2 2022$6,000
-40.0%
59
-46.4%
0.00%
-50.0%
Q3 2021$10,000
-96.0%
110
-96.3%
0.00%
-97.7%
Q4 2018$250,000
+252.1%
2,968
+242.3%
0.09%
+97.7%
Q4 2016$71,0008670.04%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Titus Wealth Management 173,488$16,336,00014.96%
Stratford Consulting, LLC 383,160$36,078,00012.35%
Wolff Financial Management LLC 149,025$14,032,00010.24%
Shamrock Asset Management LLC 107,050$10,080,0007.85%
Forefront Analytics, LLC 179,504$16,899,0006.96%
Bouchey Financial Group Ltd 283,019$26,649,0006.37%
LBMC INVESTMENT ADVISORS, LLC 410,238$38,628,0005.86%
WealthOne, LLC 85,024$8,006,0005.73%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 215,196$20,263,0005.53%
Gunma Bank,Ltd. 61,000$5,744,0005.46%
View complete list of ISHARES TR shareholders