CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is DVY and the CUSIP is 464287168. A total of 1,015 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.67 and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$112,288
+19.3%
1,043
+25.5%
0.01%
+18.2%
Q2 2023$94,132
+3.3%
831
+6.9%
0.01%
-8.3%
Q1 2023$91,091
-17.9%
777
-15.6%
0.01%
-25.0%
Q4 2022$111,018
-7.5%
921
-17.8%
0.02%
-20.0%
Q3 2022$120,000
+16.5%
1,121
+27.5%
0.02%
+17.6%
Q2 2022$103,000
+98.1%
879
+118.1%
0.02%
+112.5%
Q1 2022$52,000
+6.1%
403
+0.8%
0.01%
+14.3%
Q4 2021$49,000
+6.5%
400
+0.8%
0.01%
-12.5%
Q3 2021$46,000
-60.3%
397
-69.4%
0.01%
-90.5%
Q4 2018$116,000
-21.1%
1,296
-11.9%
0.08%
-1.2%
Q3 2018$147,000
+2.1%
1,4710.0%0.08%0.0%
Q2 2018$144,000
+2.9%
1,4710.0%0.08%
-5.6%
Q1 2018$140,000
-3.4%
1,4710.0%0.09%
-8.2%
Q4 2017$145,000
+5.1%
1,4710.0%0.10%
+24.1%
Q3 2017$138,000
-4.2%
1,471
-5.7%
0.08%
-14.1%
Q2 2017$144,000
-6.5%
1,560
-7.4%
0.09%
-17.1%
Q1 2017$154,000
-55.0%
1,685
-56.3%
0.11%
-60.2%
Q4 2016$342,0003,8570.28%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Northside Capital Management, LLC 681,257$73,330,56916.92%
Corundum Trust Company, INC 22,774$2,448,8887.32%
Ellis Investment Partners, LLC 233,646$25,149,6606.47%
Powell Investment Advisors, LLC 91,875$10,023,9396.02%
REDMONT WEALTH ADVISORS LLC 30,220$3,252,8815.71%
Wealth Quarterback LLC 53,526$5,761,5434.98%
Gunma Bank,Ltd. 62,500$6,7284.90%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 196,155$21,113,9824.82%
Arcus Capital Partners, LLC 136,746$14,722,2894.52%
Pinnacle Financial Group, LLC / IL 54,528$5,869,4133.49%
View complete list of ISHARES TR shareholders