PLANNING DIRECTIONS INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 413 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.3%.

Quarter-by-quarter ownership
PLANNING DIRECTIONS INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$240,000
-7.0%
2,303
-15.5%
0.19%
-9.6%
Q4 2020$258,000
+0.4%
2,726
+68.3%
0.21%
-7.5%
Q3 2020$257,000
-54.8%
1,620
-53.1%
0.23%
-57.4%
Q2 2020$569,000
-40.1%
3,455
-19.2%
0.53%
-39.6%
Q4 2019$950,000
-12.7%
4,277
-11.7%
0.88%
-15.8%
Q3 2019$1,088,000
-11.9%
4,844
-16.0%
1.04%
-16.7%
Q2 2019$1,235,000
-9.5%
5,767
-15.6%
1.25%
-22.7%
Q1 2019$1,364,000
+11.1%
6,833
-3.8%
1.62%
+6.8%
Q4 2018$1,228,000
-56.1%
7,104
-45.0%
1.52%
-41.6%
Q3 2018$2,796,000
+16.7%
12,918
+3.8%
2.60%
+12.3%
Q2 2018$2,395,000
+66.4%
12,442
+71.1%
2.31%
+64.1%
Q1 2018$1,439,0007,2711.41%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders