CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 411 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$242,242
+60.2%
3,246
+67.9%
0.03%
+55.6%
Q2 2023$151,240
-57.0%
1,933
-59.4%
0.02%
-60.9%
Q1 2023$351,434
-98.0%
4,763
-98.1%
0.05%
-98.2%
Q4 2022$17,589,747
+13.2%
249,041
+0.4%
2.60%
+2.4%
Q3 2022$15,535,000
+4.1%
248,116
+11.2%
2.54%
+3.6%
Q2 2022$14,924,000
+4.6%
223,145
+18.7%
2.45%
+12.9%
Q1 2022$14,264,000
-9.1%
188,009
-8.6%
2.17%
-8.3%
Q4 2021$15,698,000
+23.0%
205,627
+14.2%
2.37%
+12.0%
Q3 2021$12,766,000
+12.5%
180,109
+14.2%
2.11%
+7.3%
Q2 2021$11,349,000
+22.6%
157,706
+17.4%
1.97%
+8.8%
Q1 2021$9,255,000
+33.4%
134,318
+20.4%
1.81%
+22.1%
Q4 2020$6,936,000
+47.3%
111,530
+28.6%
1.48%
+27.4%
Q3 2020$4,709,000
+1438.9%
86,739
+1381.5%
1.16%
+1150.5%
Q2 2020$306,0005,8550.09%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2019$33,000
-10.8%
579
-11.1%
0.02%
-14.3%
Q3 2018$37,000
+5.7%
651
+0.2%
0.02%0.0%
Q2 2018$35,0000.0%6500.0%0.02%
-4.5%
Q1 2018$35,000
+218.2%
650
+225.0%
0.02%
+214.3%
Q4 2017$11,0002000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders