PLANNING DIRECTIONS INC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 342 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 and the average weighting 0.1%.

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 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders