CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 96 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,792
+3.2%
7270.0%0.01%0.0%
Q2 2023$52,102
-6.8%
727
-6.9%
0.01%
-14.3%
Q1 2023$55,905
+1.9%
781
+3.6%
0.01%
-12.5%
Q4 2022$54,847
+9.7%
754
-2.1%
0.01%0.0%
Q3 2022$50,000
-9.1%
770
+3.9%
0.01%
-11.1%
Q2 2022$55,000
-17.9%
741
-1.7%
0.01%
-10.0%
Q1 2022$67,000
+1575.0%
754
+1653.5%
0.01%
+900.0%
Q4 2021$4,0000.0%430.0%0.00%0.0%
Q3 2021$4,0000.0%430.0%0.00%0.0%
Q2 2021$4,000
+33.3%
43
-14.0%
0.00%0.0%
Q4 2019$3,0000.0%500.0%0.00%
-50.0%
Q3 2019$3,0000.0%500.0%0.00%0.0%
Q2 2019$3,0000.0%500.0%0.00%0.0%
Q1 2019$3,0000.0%500.0%0.00%0.0%
Q4 2018$3,000
-25.0%
500.0%0.00%0.0%
Q3 2018$4,0000.0%500.0%0.00%0.0%
Q2 2018$4,0000.0%500.0%0.00%
-33.3%
Q1 2018$4,0000.0%500.0%0.00%0.0%
Q4 2017$4,000
+33.3%
500.0%0.00%
+50.0%
Q3 2017$3,0000.0%500.0%0.00%0.0%
Q2 2017$3,000
-82.4%
50
-83.3%
0.00%
-83.3%
Q1 2017$17,000
+466.7%
300
+500.0%
0.01%
+500.0%
Q4 2016$3,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 194,129$14,122,8494.08%
M Financial Asset Management, Inc. 13,100$9533.48%
Boston Standard Wealth Management, LLC 77,252$5,620,0001.67%
Independent Family Office, LLC 28,470$2,071,1931.24%
ECLECTIC ASSOCIATES INC /ADV 13,002$945,8630.46%
OARSMAN CAPITAL, INC. 7,009$509,9050.26%
Delos Wealth Advisors, LLC 1,444$105,0510.16%
M Holdings Securities, Inc. 19,021$1,3840.15%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 7,009$509,9090.10%
OLD MISSION CAPITAL LLC 40,970$2,980,5670.08%
View complete list of ISHARES TR shareholders