Planned Solutions, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.

Quarter-by-quarter ownership
Planned Solutions, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$871,000
-22.6%
26,471
-21.9%
0.58%
-25.2%
Q2 2021$1,126,000
-3.0%
33,909
-5.6%
0.78%
-14.1%
Q1 2021$1,161,000
-72.4%
35,920
-74.2%
0.91%
-73.1%
Q4 2020$4,209,000
+12.2%
139,289
+1.0%
3.37%
-8.0%
Q3 2020$3,750,000137,8583.66%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 3,954,045$99,365,0002.03%
HERBST GROUP, LLC 39,533$1,005,0000.79%
First Citizens Financial Corp 34,905$877,0000.77%
Antonetti Capital Management LLC 19,956$501,0000.53%
Orion Portfolio Solutions, LLC 399,977$10,051,0000.40%
Lumature Wealth Partners, LLC 28,375$713,0000.32%
Sierra Capital LLC 50,121$1,260,0000.23%
Kinloch Capital, LLC 13,967$351,0000.23%
Signature Wealth Management Partners, LLC 8,495$213,0000.22%
NBT BANK N A /NY 48,434$1,217,0000.19%
View complete list of ISHARES TR shareholders