CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$26,174
-5.1%
2070.0%0.00%0.0%
Q2 2023$27,569
+0.5%
2070.0%0.00%
-25.0%
Q1 2023$27,433
+6.6%
207
+0.5%
0.00%0.0%
Q4 2022$25,735
+17.0%
206
+0.5%
0.00%0.0%
Q3 2022$22,000
-8.3%
205
+0.5%
0.00%0.0%
Q2 2022$24,000
-20.0%
204
+1.0%
0.00%
-20.0%
Q1 2022$30,000
+20.0%
202
+0.5%
0.01%
+25.0%
Q3 2021$25,000
+257.1%
201
+302.0%
0.00%
+300.0%
Q2 2021$7,000
+40.0%
50
-3.8%
0.00%0.0%
Q3 2020$5,0000.0%520.0%0.00%
-50.0%
Q2 2020$5,000
+25.0%
520.0%0.00%0.0%
Q1 2020$4,000
-20.0%
520.0%0.00%0.0%
Q4 2019$5,0000.0%520.0%0.00%
-33.3%
Q3 2019$5,000
-16.7%
52
-21.2%
0.00%0.0%
Q2 2019$6,0000.0%660.0%0.00%
-25.0%
Q1 2019$6,000
-25.0%
66
-31.2%
0.00%
-33.3%
Q4 2018$8,000
-11.1%
960.0%0.01%
+20.0%
Q3 2018$9,000
-10.0%
960.0%0.01%
-16.7%
Q2 2018$10,000
+11.1%
960.0%0.01%0.0%
Q1 2018$9,000
-10.0%
960.0%0.01%
-14.3%
Q4 2017$10,000
-44.4%
96
-49.7%
0.01%
-30.0%
Q3 2017$18,000
-60.0%
191
-61.8%
0.01%
-65.5%
Q2 2017$45,000
+50.0%
500
+47.9%
0.03%
+31.8%
Q1 2017$30,000
+7.1%
3380.0%0.02%
-4.3%
Q4 2016$28,0003380.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Milestone Advisory Partners 24,937$3,150,0422.62%
Navis Wealth Advisors, LLC 7,758$980,0361.42%
PGIM Custom Harvest LLC 286,918$36,243,5151.34%
First Citizens Financial Corp 14,018$1,770,7541.25%
TCWP LLC 12,339$1,558,6621.19%
COTTONWOOD CAPITAL ADVISORS, LLC 5,173$653,4800.61%
Pathway Financial Advisors LLC 13,010$1,643,4230.56%
First Heartland Consultants, Inc. 35,166$4,4420.56%
UNIONVIEW, LLC 4,115$519,7670.49%
HFG Advisors, Inc. 3,299$416,7300.46%
View complete list of ISHARES TR shareholders