CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 799 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 4.07 and the average weighting 0.4%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,249
-7.6%
1080.0%0.00%0.0%
Q2 2023$26,252
+10.1%
108
+2.9%
0.00%0.0%
Q1 2023$23,851
+5.8%
1050.0%0.00%0.0%
Q4 2022$22,551
-22.2%
105
-24.5%
0.00%
-40.0%
Q3 2022$29,0000.0%1390.0%0.01%0.0%
Q2 2022$29,000
-12.1%
139
+7.8%
0.01%0.0%
Q1 2022$33,000
-10.8%
129
+1.6%
0.01%
-16.7%
Q4 2021$37,000
+2.8%
127
+2.4%
0.01%0.0%
Q3 2021$36,000
-12.2%
124
-5.3%
0.01%
-14.3%
Q2 2021$41,000
+5.1%
1310.0%0.01%
-12.5%
Q1 2021$39,000
+2.6%
1310.0%0.01%0.0%
Q4 2020$38,000
+15.2%
131
-11.5%
0.01%0.0%
Q3 2020$33,000
+6.5%
1480.0%0.01%
-11.1%
Q2 2020$31,000
+34.8%
1480.0%0.01%
-25.0%
Q1 2020$23,000
-14.8%
148
+18.4%
0.01%0.0%
Q4 2019$27,000
+17.4%
1250.0%0.01%0.0%
Q3 2019$23,000
-45.2%
125
-40.2%
0.01%
-47.8%
Q2 2019$42,000
-6.7%
209
-7.9%
0.02%
-14.8%
Q1 2019$45,000
+28.6%
227
+8.1%
0.03%
+8.0%
Q4 2018$35,000
-22.2%
2100.0%0.02%
-3.8%
Q3 2018$45,000
-33.8%
210
-37.3%
0.03%
-35.0%
Q2 2018$68,000
+3.0%
335
-3.7%
0.04%
-4.8%
Q1 2018$66,000
+1.5%
348
-0.3%
0.04%
-4.5%
Q4 2017$65,000
+3.2%
349
-0.9%
0.04%
+22.2%
Q3 2017$63,000
+8.6%
352
+1.7%
0.04%
-2.7%
Q2 2017$58,000
-3.3%
346
-6.2%
0.04%
-14.0%
Q1 2017$60,0000.0%369
-5.1%
0.04%
-12.2%
Q4 2016$60,0003890.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders