CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 631 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.14 and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,666,470
-4.4%
44,476
-0.8%
0.54%
-5.2%
Q2 2023$4,880,811
+626.7%
44,832
+519.5%
0.57%
+552.3%
Q1 2023$671,644
+183.5%
7,237
+127.6%
0.09%
+151.4%
Q4 2022$236,897
-1.3%
3,180
-2.9%
0.04%
-10.3%
Q3 2022$240,000
-37.0%
3,275
-31.2%
0.04%
-38.1%
Q2 2022$381,000
-38.6%
4,761
-21.0%
0.06%
-33.0%
Q1 2022$621,000
-8.7%
6,029
+1.8%
0.09%
-7.8%
Q4 2021$680,000
+16.8%
5,920
+2.9%
0.10%
+6.2%
Q3 2021$582,000
+248.5%
5,751
+241.9%
0.10%
+231.0%
Q2 2021$167,000
+13.6%
1,6820.0%0.03%0.0%
Q1 2021$147,000
+2.8%
1,682
+0.1%
0.03%
-6.5%
Q4 2020$143,000
+13.5%
1,681
+300.2%
0.03%0.0%
Q3 2020$126,000
+11.5%
4200.0%0.03%
-8.8%
Q2 2020$113,000
+31.4%
420
+0.2%
0.03%
-22.7%
Q1 2020$86,000
-13.1%
4190.0%0.04%0.0%
Q4 2019$99,000
+19.3%
419
+0.2%
0.04%
-2.2%
Q3 2019$83,000
-1.2%
4180.0%0.04%
-2.2%
Q2 2019$84,000
+5.0%
418
+0.2%
0.05%
-4.2%
Q1 2019$80,000
+90.5%
417
+60.4%
0.05%
+60.0%
Q4 2018$42,000
-35.4%
260
-21.9%
0.03%
-18.9%
Q3 2018$65,000
+25.0%
333
+14.8%
0.04%
+19.4%
Q2 2018$52,000
+30.0%
290
+20.8%
0.03%
+19.2%
Q1 2018$40,000
+233.3%
240
+224.3%
0.03%
+225.0%
Q4 2017$12,000
+9.1%
740.0%0.01%
+33.3%
Q3 2017$11,000
+10.0%
74
+1.4%
0.01%0.0%
Q2 2017$10,0000.0%730.0%0.01%
-14.3%
Q1 2017$10,000730.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
PGIM Custom Harvest LLC 4,311,874$452,401,82016.70%
Mendel Capital Management LLC 110,028$11,544,1829.48%
First Citizens Financial Corp 103,824$10,893,2147.68%
Signature Wealth Management Partners, LLC 64,359$6,752,5806.60%
Stonebridge Financial Planning Group, LLC 84,401$8,855,3185.68%
Buttonwood Financial Group, LLC 75,107$7,761,0445.66%
COTTONWOOD CAPITAL ADVISORS, LLC 43,767$4,592,0684.29%
Commonwealth Financial Services, LLC 117,067$12,282,6683.65%
Pariax, LLC 10,949$1,148,7693.58%
Parker Investment Management, LLC 153,117$16,065,0363.47%
View complete list of ISHARES TR shareholders