CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$51,800
-10.0%
7040.0%0.01%
-14.3%
Q2 2023$57,552
-2.3%
7040.0%0.01%
-12.5%
Q1 2023$58,932
-3.3%
7040.0%0.01%
-11.1%
Q4 2022$60,924
+6.9%
7040.0%0.01%0.0%
Q3 2022$57,000
-5.0%
7040.0%0.01%
-10.0%
Q2 2022$60,000
-6.2%
7040.0%0.01%0.0%
Q1 2022$64,000
+3.2%
7040.0%0.01%
+11.1%
Q4 2021$62,000
+10.7%
7040.0%0.01%0.0%
Q3 2021$56,000
+1.8%
7040.0%0.01%
-10.0%
Q2 2021$55,000
-1.8%
7040.0%0.01%
-9.1%
Q1 2021$56,000
+1.8%
7040.0%0.01%
-8.3%
Q4 2020$55,000
+7.8%
704
+100.0%
0.01%
-7.7%
Q3 2020$51,000
+4.1%
3520.0%0.01%
-13.3%
Q2 2020$49,0003520.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders