CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 915 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$80,693
-3.8%
525
+0.8%
0.01%
-10.0%
Q2 2023$83,903
+6.3%
521
+0.2%
0.01%0.0%
Q1 2023$78,910
-19.5%
520
-23.1%
0.01%
-28.6%
Q4 2022$98,026
+6.6%
676
-5.5%
0.01%
-6.7%
Q3 2022$92,000
-47.1%
715
-43.4%
0.02%
-48.3%
Q2 2022$174,000
-13.9%
1,264
-2.8%
0.03%
-6.5%
Q1 2022$202,000
-2.9%
1,300
-2.1%
0.03%0.0%
Q4 2021$208,000
+2.5%
1,328
-4.7%
0.03%
-8.8%
Q3 2021$203,000
+3.6%
1,393
+4.7%
0.03%0.0%
Q2 2021$196,000
-2.0%
1,331
-6.1%
0.03%
-12.8%
Q1 2021$200,000
+14.3%
1,417
+3.5%
0.04%
+5.4%
Q4 2020$175,000
+30.6%
1,369
+14.9%
0.04%
+12.1%
Q3 2020$134,000
+25.2%
1,191
+20.4%
0.03%
+3.1%
Q2 2020$107,000
+435.0%
989
+384.8%
0.03%
+220.0%
Q1 2020$20,000
-96.3%
204
-95.1%
0.01%
-95.9%
Q4 2019$543,000
+11.7%
4,160
-1.2%
0.24%
-7.3%
Q3 2019$486,000
-5.8%
4,211
-3.9%
0.26%
-6.4%
Q2 2019$516,000
+2.8%
4,384
-1.6%
0.28%
-7.0%
Q1 2019$502,000
+512.2%
4,454
+449.2%
0.30%
+410.2%
Q4 2018$82,000
-26.1%
811
-15.7%
0.06%
-7.8%
Q3 2018$111,000
-21.3%
962
-24.8%
0.06%
-22.9%
Q2 2018$141,000
+6.8%
1,280
+5.7%
0.08%
-2.4%
Q1 2018$132,000
-2.2%
1,211
+2.2%
0.08%
-7.6%
Q4 2017$135,000
-12.9%
1,185
-17.5%
0.09%
+3.4%
Q3 2017$155,000
-18.8%
1,436
-21.3%
0.09%
-27.0%
Q2 2017$191,000
+0.5%
1,8250.0%0.12%
-10.9%
Q1 2017$190,000
+1.1%
1,825
-1.5%
0.14%
-10.5%
Q4 2016$188,0001,8530.15%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 422,168$66,124,00021.89%
LPWM LLC 236,761$37,084,00019.67%
Halpern Financial, Inc. 212,453$33,276,51914.24%
LVZ, Inc. 604,819$94,733,00012.66%
Praetorian Wealth Management, Inc. 231,868$36,317,00011.79%
Powell Investment Advisors, LLC 127,195$19,923,00011.32%
MMA ASSET MANAGEMENT LLC 93,551$14,653,00010.36%
FINANCIAL LIFE ADVISORS 166,005$26,001,00010.24%
AMARILLO NATIONAL BANK 325,575$50,995,0009.98%
Strategic Wealth Partners Group, LLC 343,916$53,868,0009.34%
View complete list of ISHARES TR shareholders