PLANNING DIRECTIONS INC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,946
+2.9%
7,207
+6.8%
1.49%
+8.3%
Q2 2023$1,891
+14.1%
6,749
+11.2%
1.38%
+11.7%
Q1 2023$1,657
+2.7%
6,068
+6.8%
1.23%
+0.1%
Q4 2022$1,613
-99.9%
5,684
+12.3%
1.23%
+19.1%
Q3 2022$1,280,000
+18.6%
5,061
+26.2%
1.03%
+25.0%
Q2 2022$1,079,000
+1.5%
4,011
+9.0%
0.83%
+10.7%
Q1 2022$1,063,000
+5.1%
3,680
+9.4%
0.75%
+11.0%
Q4 2021$1,011,000
+11.0%
3,365
+1.9%
0.67%
+1.5%
Q3 2021$911,000
-1.7%
3,301
-2.8%
0.66%
-2.1%
Q2 2021$927,000
+2.8%
3,397
-4.9%
0.68%
-4.6%
Q1 2021$902,000
-5.5%
3,572
-8.0%
0.71%
-8.3%
Q4 2020$955,000
+3.2%
3,882
-4.6%
0.77%
-5.0%
Q3 2020$925,000
+4.8%
4,070
-0.6%
0.82%
-1.1%
Q2 2020$883,000
-1.9%
4,096
-1.8%
0.82%
-1.0%
Q4 2019$900,000
+12.5%
4,173
-1.4%
0.83%
+8.5%
Q3 2019$800,000
-3.0%
4,232
+0.2%
0.77%
-8.4%
Q2 2019$825,000
+0.4%
4,223
-0.5%
0.84%
-14.3%
Q1 2019$822,000
+13.2%
4,243
+5.7%
0.98%
+8.9%
Q4 2018$726,000
-11.7%
4,013
-0.9%
0.90%
+17.4%
Q3 2018$822,000
+12.8%
4,051
-1.0%
0.76%
+8.5%
Q2 2018$729,000
-2.5%
4,092
-5.6%
0.70%
-4.0%
Q1 2018$748,0004,3350.73%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders