CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$181,161
-3.6%
6710.0%0.02%
-4.5%
Q2 2023$187,991
+2.8%
671
+0.1%
0.02%
-8.3%
Q1 2023$182,822
-3.5%
670
+0.3%
0.02%
-14.3%
Q4 2022$189,436
+12.8%
668
+0.3%
0.03%
+3.7%
Q3 2022$168,000
-5.6%
666
+0.5%
0.03%
-6.9%
Q2 2022$178,000
-6.8%
663
+0.2%
0.03%0.0%
Q1 2022$191,000
-3.5%
662
+0.3%
0.03%
-3.3%
Q4 2021$198,000
+37.5%
660
+26.4%
0.03%
+25.0%
Q3 2021$144,000
+1.4%
522
+0.4%
0.02%
-4.0%
Q2 2021$142,000
-5.3%
520
-12.3%
0.02%
-13.8%
Q1 2021$150,000
+3.4%
593
+0.2%
0.03%
-6.5%
Q4 2020$145,000
+8.2%
592
+0.3%
0.03%
-6.1%
Q3 2020$134,000
+5.5%
590
+0.5%
0.03%
-13.2%
Q2 2020$127,000
+56.8%
587
+36.5%
0.04%
-9.5%
Q1 2020$81,000
+3.8%
430
+18.8%
0.04%
+20.0%
Q4 2019$78,000
+16.4%
362
+0.3%
0.04%
-2.8%
Q3 2019$67,000
-4.3%
361
+0.3%
0.04%
-5.3%
Q2 2019$70,0000.0%360
+0.3%
0.04%
-9.5%
Q1 2019$70,000
+84.2%
359
+92.0%
0.04%
+90.9%
Q3 2018$38,000
+15.2%
187
+0.5%
0.02%
+15.8%
Q2 2018$33,000
-32.7%
186
-35.2%
0.02%
-38.7%
Q1 2018$49,000
-2.0%
287
+0.3%
0.03%
-8.8%
Q4 2017$50,0002860.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 94,980$25,651,2496.98%
Sowa Financial Group, Inc. 34,404$9,2926.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 42,634$11,514,1686.10%
First Citizens Financial Corp 21,694$5,858,8994.13%
HC Advisors, LLC 15,817$4,271,6972.54%
ETFIDEA, LLC 20,177$5,449,2792.31%
MRA Advisory Group 11,633$3,141,6722.24%
Oakworth Capital, Inc. 78,780$21,275,8101.93%
FINANCIAL LIFE ADVISORS 14,296$3,862,1311.66%
Mine & Arao Wealth Creation & Management, LLC. 9,603$2,593,3891.58%
View complete list of ISHARES TR shareholders