PLANNING DIRECTIONS INC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,089
-7.3%
10,790
-2.6%
0.83%
-2.5%
Q2 2023$1,175
+1.5%
11,082
-4.1%
0.86%
-0.7%
Q1 2023$1,158
-5.5%
11,557
-9.0%
0.86%
-8.0%
Q4 2022$1,226
-99.9%
12,706
-6.4%
0.94%
+1.8%
Q3 2022$1,138,000
-10.4%
13,578
-5.8%
0.92%
-5.5%
Q2 2022$1,270,000
-21.6%
14,409
-6.2%
0.97%
-14.4%
Q1 2022$1,619,000
-15.3%
15,360
-9.4%
1.14%
-10.7%
Q4 2021$1,912,000
+12.0%
16,960
+6.5%
1.27%
+2.5%
Q3 2021$1,707,000
+2.8%
15,930
+6.6%
1.24%
+2.4%
Q2 2021$1,660,000
+85.5%
14,943
+76.5%
1.21%
+72.3%
Q1 2021$895,000
+17.5%
8,466
+7.9%
0.70%
+13.9%
Q4 2020$762,000
+13.1%
7,849
+94.7%
0.62%
+4.0%
Q3 2020$674,000
+0.9%
4,031
-9.1%
0.59%
-4.7%
Q2 2020$668,000
-19.6%
4,433
-10.5%
0.62%
-18.9%
Q4 2019$831,000
+0.5%
4,955
-4.8%
0.77%
-3.2%
Q3 2019$827,000
-2.2%
5,205
-2.7%
0.79%
-7.7%
Q2 2019$846,000
-2.3%
5,347
-6.3%
0.86%
-16.5%
Q1 2019$866,000
+15.6%
5,707
-2.1%
1.03%
+11.1%
Q4 2018$749,000
-21.0%
5,829
-4.0%
0.93%
+5.1%
Q3 2018$948,000
+0.9%
6,074
-7.1%
0.88%
-3.0%
Q2 2018$940,000
-13.8%
6,540
-13.1%
0.91%
-15.1%
Q1 2018$1,091,0007,5231.07%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders