CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,614 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 1.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,962,449
-0.7%
15,891
+4.1%
0.46%
-1.7%
Q2 2023$3,990,415
+14.5%
15,261
+9.5%
0.47%
+3.1%
Q1 2023$3,485,482
+12.9%
13,933
+9.2%
0.46%0.0%
Q4 2022$3,087,585
+19.1%
12,764
+8.0%
0.46%
+7.8%
Q3 2022$2,592,000
+7.5%
11,821
+10.9%
0.42%
+6.8%
Q2 2022$2,411,000
-10.6%
10,656
+6.0%
0.40%
-3.4%
Q1 2022$2,697,000
+0.5%
10,051
+6.0%
0.41%
+1.5%
Q4 2021$2,684,000
+14.6%
9,482
+6.5%
0.40%
+4.4%
Q3 2021$2,342,000
+3.4%
8,903
+5.6%
0.39%
-1.5%
Q2 2021$2,265,000
+53.1%
8,428
+48.3%
0.39%
+36.0%
Q1 2021$1,479,000
+8.9%
5,683
-3.8%
0.29%
-0.3%
Q4 2020$1,358,000
-23.4%
5,910
-38.3%
0.29%
-33.8%
Q3 2020$1,774,000
-0.3%
9,575
-4.3%
0.44%
-18.7%
Q2 2020$1,779,000
+32.5%
10,005
+7.2%
0.54%
-22.0%
Q1 2020$1,343,000
-82.3%
9,333
-74.6%
0.69%
-79.6%
Q4 2019$7,584,000
+1.9%
36,794
-7.5%
3.39%
-15.4%
Q3 2019$7,445,000
+2.7%
39,796
+6.7%
4.01%
+1.9%
Q2 2019$7,249,000
+3.9%
37,309
+1.3%
3.93%
-5.9%
Q1 2019$6,975,000
-25.1%
36,829
-34.4%
4.18%
-38.2%
Q4 2018$9,318,000
-12.6%
56,113
+5.9%
6.76%
+10.3%
Q3 2018$10,662,000
+11.7%
52,971
+8.1%
6.13%
+9.4%
Q2 2018$9,541,000
+20.3%
48,983
+15.8%
5.60%
+10.3%
Q1 2018$7,931,000
+16.2%
42,282
+17.6%
5.08%
+9.7%
Q4 2017$6,823,000
-13.7%
35,954
-18.7%
4.63%
+2.0%
Q3 2017$7,907,000
+48.2%
44,199
+44.1%
4.54%
+33.0%
Q2 2017$5,335,000
+73.6%
30,673
+70.9%
3.41%
+54.6%
Q1 2017$3,073,000
+783.0%
17,950
+753.1%
2.21%
+677.5%
Q4 2016$348,0002,1040.28%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HBC Financial Services, PLLC 154,686$38,57128.94%
Holland Advisory Services, Inc. 74,919$18,680,95023.75%
LVZ, Inc. 483,808$120,637,49019.46%
Leonard Rickey Investment Advisors P.L.L.C. 231,062$57,615,30118.85%
Chandler Asset Management, Inc. 307,779$76,744,68218.62%
New England Professional Planning Group Inc. 120,234$29,982,83218.57%
Harbor Group, Inc. 128,160$31,956,79418.00%
Investments & Financial Planning, LLC 77,046$19,211,49717.13%
Platt Investment Counsel, LLC 53,509$13,342,40715.92%
TRUEFG, LLC 147,396$36,753,14515.90%
View complete list of ISHARES TR shareholders