CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 468 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,999
-2.9%
4110.0%0.01%0.0%
Q2 2023$40,155
+10.2%
4110.0%0.01%0.0%
Q1 2023$36,449
-4.5%
411
-12.2%
0.01%
-16.7%
Q4 2022$38,157
+3.1%
468
+0.2%
0.01%0.0%
Q3 2022$37,000
-5.1%
467
+0.2%
0.01%0.0%
Q2 2022$39,000
-9.3%
466
+14.5%
0.01%
-14.3%
Q1 2022$43,000
-8.5%
4070.0%0.01%0.0%
Q4 2021$47,000
+11.9%
4070.0%0.01%0.0%
Q3 2021$42,000
+223.1%
407
+210.7%
0.01%
+250.0%
Q2 2021$13,000
+8.3%
1310.0%0.00%0.0%
Q1 2021$12,000
-69.2%
131
-70.6%
0.00%
-75.0%
Q4 2020$39,000
+8.3%
4450.0%0.01%
-11.1%
Q3 2020$36,000
-62.1%
445
-66.4%
0.01%
-69.0%
Q2 2020$95,000
+2275.0%
1,325
+1792.9%
0.03%
+1350.0%
Q1 2020$4,000
-20.0%
700.0%0.00%0.0%
Q4 2019$5,000
+25.0%
700.0%0.00%0.0%
Q3 2019$4,000
-88.2%
70
-87.0%
0.00%
-88.9%
Q2 2019$34,000
-12.8%
538
-15.0%
0.02%
-18.2%
Q3 2018$39,000
+8.3%
633
+0.2%
0.02%
+4.8%
Q2 2018$36,000
+2.9%
6320.0%0.02%
-4.5%
Q1 2018$35,000
+250.0%
632
+236.2%
0.02%
+214.3%
Q4 2017$10,0001880.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
HILLTOP WEALTH ADVISORS, LLC 242,857$23,030,16317.82%
Tanglewood Legacy Advisors, LLC 292,457$27,733,73516.63%
Madison Wealth Partners, Inc 327,310$31,038,78015.70%
Tennessee Valley Asset Management Partners 377,253$35,774,84411.76%
Veracity Capital LLC 260,986$24,749,31111.48%
Legacy Financial Group LLC 485,559$46,045,533,00010.83%
Cardinal Strategic Wealth Guidance 229,317$21,746,14410.08%
DOLIVER ADVISORS, LP 335,858$31,849,4149.59%
DDFG, Inc 271,196$25,717,5179.48%
ZRC WEALTH MANAGEMENT, LLC 106,362$10,086,2728.71%
View complete list of ISHARES TR shareholders