CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is SOXX and the CUSIP is 464287523. A total of 386 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.11 and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$77,716
-8.7%
164
-2.4%
0.01%
-10.0%
Q2 2023$85,083
-95.0%
168
-95.6%
0.01%
-95.5%
Q1 2023$1,685,241
+38.1%
3,790
+8.1%
0.22%
+22.8%
Q4 2022$1,220,525
+8.2%
3,507
-0.9%
0.18%
-2.2%
Q3 2022$1,128,000
-8.8%
3,540
+0.0%
0.18%
-9.4%
Q2 2022$1,237,000
-22.6%
3,539
+4.8%
0.20%
-16.5%
Q1 2022$1,598,000
+1715.9%
3,376
+1984.0%
0.24%
+1769.2%
Q4 2021$88,000
+175.0%
162
+125.0%
0.01%
+160.0%
Q3 2021$32,000
-3.0%
720.0%0.01%
-16.7%
Q2 2021$33,000
+6.5%
720.0%0.01%0.0%
Q1 2021$31,000
+14.8%
720.0%0.01%0.0%
Q4 2020$27,000
+22.7%
720.0%0.01%
+20.0%
Q3 2020$22,000
+15.8%
72
+1.4%
0.01%
-16.7%
Q2 2020$19,000
+280.0%
71
+255.0%
0.01%
+200.0%
Q4 2019$5,000
+25.0%
20
-4.8%
0.00%0.0%
Q2 2019$4,0000.0%210.0%0.00%0.0%
Q1 2019$4,000
+33.3%
210.0%0.00%0.0%
Q4 2018$3,000
-76.9%
21
-70.4%
0.00%
-71.4%
Q3 2018$13,0000.0%71
+1.4%
0.01%
-12.5%
Q2 2018$13,0000.0%700.0%0.01%0.0%
Q1 2018$13,000
+8.3%
700.0%0.01%0.0%
Q4 2017$12,000
+20.0%
70
+14.8%
0.01%
+33.3%
Q3 2017$10,000
-33.3%
61
-42.5%
0.01%
-40.0%
Q2 2017$15,0001060.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
RWQ Financial Management Services, Inc. 9,692$3,372,5556.68%
Legend Financial Advisors, Inc. 21,685$7,545,9176.60%
Hobart Private Capital, LLC 24,373$8,481,3175.74%
Strategic Vision Investment Ltd 36,500$12,701,2704.57%
Albar Capital Ltd 34,576$12,031,7564.50%
AFFINITY WEALTH MANAGEMENT LLC 45,642$15,882,5813.76%
360 Financial, Inc. 17,961$5,724,6223.72%
FIRST NATIONAL CORP /MA/ /ADV 36,421$12,673,6313.13%
Safeguard Investment Advisory Group, LLC 13,876$4,840,3972.98%
Concentrum Wealth Management 9,059$3,152,4972.82%
View complete list of ISHARES TR shareholders