CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,142 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.30 and the average weighting 0.7%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$783,953
+27.7%
11,458
+31.5%
0.09%
+26.4%
Q2 2023$614,097
+13.2%
8,713
+2.6%
0.07%
+1.4%
Q1 2023$542,401
+22.9%
8,490
+12.5%
0.07%
+9.2%
Q4 2022$441,406
-9.4%
7,545
-10.5%
0.06%
-18.8%
Q3 2022$487,000
-4.1%
8,426
+0.1%
0.08%
-3.6%
Q2 2022$508,000
-40.4%
8,414
-24.6%
0.08%
-36.2%
Q1 2022$853,000
-5.1%
11,165
+3.9%
0.13%
-3.7%
Q4 2021$899,000
+17.4%
10,743
+3.6%
0.14%
+6.3%
Q3 2021$766,000
+15.2%
10,366
+13.4%
0.13%
+10.4%
Q2 2021$665,000
+30.6%
9,142
+16.9%
0.12%
+16.2%
Q1 2021$509,000
-8.5%
7,823
-10.2%
0.10%
-16.8%
Q4 2020$556,000
+5.5%
8,712
+281.8%
0.12%
-8.5%
Q3 2020$527,000
-13.3%
2,282
-22.1%
0.13%
-29.3%
Q2 2020$608,000
+71.8%
2,928
+36.5%
0.18%
+1.1%
Q1 2020$354,000
-58.9%
2,145
-51.1%
0.18%
-52.7%
Q4 2019$861,000
-85.0%
4,388
-86.6%
0.38%
-87.5%
Q3 2019$5,731,000
+1.3%
32,771
+5.4%
3.08%
+0.5%
Q2 2019$5,660,000
+5.0%
31,104
-0.5%
3.07%
-4.8%
Q1 2019$5,388,000
+40.9%
31,258
+23.1%
3.23%
+16.3%
Q4 2018$3,825,000
-5.9%
25,385
+10.7%
2.78%
+18.8%
Q3 2018$4,063,000
+8.9%
22,935
-0.1%
2.34%
+6.6%
Q2 2018$3,732,000
+3.8%
22,952
-1.0%
2.19%
-4.7%
Q1 2018$3,594,000
+3.8%
23,177
+2.2%
2.30%
-2.2%
Q4 2017$3,464,000
+12.4%
22,677
+5.5%
2.35%
+33.0%
Q3 2017$3,081,000
+16.4%
21,486
+11.0%
1.77%
+4.4%
Q2 2017$2,648,000
+3.5%
19,363
-0.6%
1.69%
-7.8%
Q1 2017$2,558,000
+23.5%
19,473
+14.6%
1.84%
+8.8%
Q4 2016$2,071,00016,9971.69%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders