CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 387 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$43,380
-7.0%
7500.0%0.01%0.0%
Q2 2023$46,643
+14.4%
7500.0%0.01%0.0%
Q1 2023$40,770
+21.3%
7500.0%0.01%0.0%
Q4 2022$33,623
-41.0%
750
-44.4%
0.01%
-44.4%
Q3 2022$57,000
-8.1%
1,3500.0%0.01%
-10.0%
Q2 2022$62,000
-20.5%
1,3500.0%0.01%
-16.7%
Q1 2022$78,000
-10.3%
1,3500.0%0.01%
-7.7%
Q4 2021$87,000
+14.5%
1,3500.0%0.01%0.0%
Q3 2021$76,0000.0%1,350
+500.0%
0.01%0.0%
Q2 2021$76,000
+10.1%
2250.0%0.01%0.0%
Q1 2021$69,000
+1.5%
2250.0%0.01%
-13.3%
Q4 2020$68,000
+15.3%
2250.0%0.02%0.0%
Q3 2020$59,000
+883.3%
225
+542.9%
0.02%
+275.0%
Q1 2019$6,000
+500.0%
35
+250.0%
0.00%
+300.0%
Q4 2018$1,000
-94.4%
10
-90.0%
0.00%
-90.0%
Q3 2018$18,000
+12.5%
1000.0%0.01%
+11.1%
Q2 2018$16,0000.0%1000.0%0.01%
-10.0%
Q1 2018$16,000
-15.8%
100
-18.7%
0.01%
-23.1%
Q4 2017$19,000
+5.6%
1230.0%0.01%
+30.0%
Q3 2017$18,000
+12.5%
1230.0%0.01%0.0%
Q2 2017$16,000
+6.7%
1230.0%0.01%
-9.1%
Q1 2017$15,000
+7.1%
1230.0%0.01%0.0%
Q4 2016$14,0001230.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Portfolio Strategies, Inc. 690,883$39,959,8727.70%
Shira Ridge Wealth Management 190,977$11,046,1237.26%
Sterling Group Wealth Management, LLC 108,329$6,265,7535.93%
VAUGHAN & Co SECURITIES, INC. 109,950$6,359,4884.72%
PATTEN & PATTEN INC/TN 490,368$28,362,8852.49%
PALLADIEM, LLC 39,075$2,260,0982.44%
Flagship Private Wealth, LLC 46,420$2,684,9352.36%
DEFINED WEALTH MANAGEMENT, LLC 36,266$2,097,6431.79%
Dentgroup LLC 38,376$2,219,6941.64%
FCA CORP /TX 71,111$4,113,0601.53%
View complete list of ISHARES TR shareholders