CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 516 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,421,454
+1.4%
23,541
+2.5%
0.28%
+0.4%
Q2 2023$2,389,055
+9.7%
22,963
+10.4%
0.28%
-1.4%
Q1 2023$2,177,094
-27.3%
20,798
-27.6%
0.28%
-35.5%
Q4 2022$2,995,874
+111.0%
28,732
+107.8%
0.44%
+90.5%
Q3 2022$1,420,000
+15.8%
13,830
+18.1%
0.23%
+15.4%
Q2 2022$1,226,000
+3615.2%
11,709
+3570.5%
0.20%
+3920.0%
Q1 2022$33,000
-98.4%
319
-98.4%
0.01%
-98.4%
Q4 2021$2,129,000
+16.5%
19,830
+16.7%
0.32%
+6.3%
Q3 2021$1,828,000
+12.9%
16,991
+13.2%
0.30%
+7.5%
Q2 2021$1,619,000
+30.8%
15,015
+30.8%
0.28%
+16.1%
Q1 2021$1,238,000
+15.2%
11,478
+15.4%
0.24%
+5.2%
Q4 2020$1,075,000
+60.4%
9,942
+60.3%
0.23%
+39.4%
Q3 2020$670,000
+748.1%
6,202
+747.3%
0.16%
+587.5%
Q2 2020$79,0007320.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Windham Capital Management, LLC 353,551$38,120,0007.72%
AUA CAPITAL MANAGEMENT, LLC 97,345$10,496,0006.49%
Vivaldi Capital Management LP 212,641$22,933,0004.60%
One Capital Management, LLC 471,833$50,873,0004.52%
Ellevest, Inc. 380,434$40,999,0004.07%
Relaxing Retirement Coach 37,872$4,083,0003.47%
Baron Financial Group, LLC 51,685$5,572,677,0003.47%
DERBY & COMPANY, INC 146,577$15,804,0003.29%
West Financial Advisors, LLC 98,349$10,604,0003.24%
Williams Financial, LLC 36,973$3,987,0003.24%
View complete list of ISHARES TR shareholders