CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 188 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$78,692
-16.8%
1,319
-13.1%
0.01%
-18.2%
Q2 2023$94,617
+29.3%
1,518
+14.8%
0.01%
+10.0%
Q1 2023$73,168
+13.9%
1,322
+0.2%
0.01%
+11.1%
Q4 2022$64,262
+0.4%
1,320
+0.2%
0.01%
-10.0%
Q3 2022$64,000
-3.0%
1,318
+0.1%
0.01%
-9.1%
Q2 2022$66,000
-23.3%
1,317
+0.1%
0.01%
-15.4%
Q1 2022$86,000
-8.5%
1,316
+0.1%
0.01%
-7.1%
Q4 2021$94,000
+9.3%
1,315
+0.1%
0.01%0.0%
Q3 2021$86,000
-28.9%
1,314
-29.6%
0.01%
-33.3%
Q2 2021$121,000
+12.0%
1,866
+400.3%
0.02%0.0%
Q1 2021$108,0000.0%3730.0%0.02%
-8.7%
Q4 2020$108,000
+8.0%
3730.0%0.02%
-8.0%
Q3 2020$100,000
+14.9%
373
+0.3%
0.02%
-3.8%
Q2 2020$87,0003720.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Clearstead Trust, LLC 614,062$36,628,77812.05%
Aspire Wealth Management Corp 100,273$5,981,2764.55%
FAS Wealth Partners, Inc. 708,476$42,260,6044.52%
KILEY JUERGENS WEALTH MANAGEMENT, LLC 157,335$9,385,0463.39%
DB Wealth Management Group, LLC 82,774$4,937,4453.12%
Sunburst Financial Group, LLC 140,491$8,380,2882.96%
Dentgroup LLC 64,114$3,824,3942.82%
Equitable Holdings, Inc. 3,188,526$190,195,5762.73%
Madison Wealth Partners, Inc 44,066$2,628,5341.33%
White Pine Investment CO 62,175$3,7091.30%
View complete list of ISHARES TR shareholders