PLANNING DIRECTIONS INC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 201 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$308
-7.5%
4,595
-1.8%
0.24%
-2.5%
Q2 2023$333
+5.0%
4,681
-4.4%
0.24%
+2.5%
Q1 2023$317
+13.6%
4,899
+0.2%
0.24%
+10.8%
Q4 2022$279
-99.9%
4,890
+0.1%
0.21%
-7.0%
Q3 2022$284,0000.0%4,883
-2.4%
0.23%
+5.0%
Q2 2022$284,000
-35.0%
5,004
-14.1%
0.22%
-29.0%
Q1 2022$437,000
-10.6%
5,822
+0.1%
0.31%
-5.8%
Q4 2021$489,000
+8.7%
5,817
+0.0%
0.33%
-0.3%
Q3 2021$450,000
-6.1%
5,815
-5.8%
0.33%
-6.6%
Q2 2021$479,000
+0.6%
6,173
-3.0%
0.35%
-6.7%
Q1 2021$476,000
+5.8%
6,361
-0.3%
0.38%
+2.7%
Q4 2020$450,000
+12.2%
6,379
+297.9%
0.36%
+3.4%
Q3 2020$401,000
+8.7%
1,603
-4.8%
0.35%
+2.6%
Q2 2020$369,000
+82.7%
1,684
+47.8%
0.34%
+21.6%
Q1 2020$202,000
-51.9%
1,139
-38.1%
0.28%
-27.1%
Q4 2019$420,000
-16.0%
1,839
-20.0%
0.39%
-19.2%
Q3 2019$500,000
-6.9%
2,300
-6.7%
0.48%
-11.9%
Q2 2019$537,000
+4.9%
2,466
-1.5%
0.54%
-10.5%
Q1 2019$512,000
+12.0%
2,504
-0.9%
0.61%
+7.8%
Q4 2018$457,000
-14.3%
2,527
+0.4%
0.56%
+14.1%
Q3 2018$533,000
+9.4%
2,518
+0.2%
0.50%
+5.3%
Q2 2018$487,000
-0.2%
2,514
-6.0%
0.47%
-1.7%
Q1 2018$488,0002,6750.48%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders