CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 148 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$214,552
+95.8%
2,028
+97.9%
0.02%
+92.3%
Q2 2023$109,594
-33.0%
1,025
-32.2%
0.01%
-38.1%
Q1 2023$163,651
+0.9%
1,512
-0.8%
0.02%
-12.5%
Q4 2022$162,167
+100.2%
1,524
+100.0%
0.02%
+84.6%
Q3 2022$81,000
-57.1%
762
-55.7%
0.01%
-58.1%
Q2 2022$189,000
+455.9%
1,721
+473.7%
0.03%
+520.0%
Q1 2022$34,000
+21.4%
300
+25.0%
0.01%
+25.0%
Q4 2021$28,0000.0%2400.0%0.00%
-20.0%
Q3 2021$28,000
+2700.0%
240
+2300.0%
0.01%
Q4 2020$1,000
-99.2%
10
-99.0%
0.00%
-100.0%
Q2 2020$121,0001,0030.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders