CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 509 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,304
-42.0%
636
-27.1%
0.00%
-50.0%
Q2 2023$16,052
-6.7%
872
+0.2%
0.00%0.0%
Q1 2023$17,202
-0.4%
8700.0%0.00%
-33.3%
Q4 2022$17,263
+1.5%
870
+0.1%
0.00%0.0%
Q3 2022$17,0000.0%8690.0%0.00%0.0%
Q2 2022$17,000
-10.5%
869
+0.3%
0.00%0.0%
Q1 2022$19,000
+18.8%
866
+13.2%
0.00%
+50.0%
Q4 2021$16,000
-11.1%
765
-7.6%
0.00%
-33.3%
Q3 2021$18,000
-5.3%
8280.0%0.00%0.0%
Q2 2021$19,000
-50.0%
828
-46.7%
0.00%
-57.1%
Q1 2021$38,000
+111.1%
1,553
+149.3%
0.01%
+75.0%
Q4 2020$18,000
+50.0%
6230.0%0.00%
+33.3%
Q3 2020$12,000
+500.0%
623
+406.5%
0.00%
+200.0%
Q2 2020$2,000
+100.0%
1230.0%0.00%0.0%
Q1 2020$1,0000.0%1230.0%0.00%
Q4 2019$1,0000.0%1230.0%0.00%
-100.0%
Q3 2019$1,0000.0%1230.0%0.00%0.0%
Q2 2019$1,0000.0%1230.0%0.00%0.0%
Q1 2019$1,0000.0%1230.0%0.00%0.0%
Q4 2018$1,0000.0%1230.0%0.00%0.0%
Q3 2018$1,0000.0%1230.0%0.00%0.0%
Q2 2018$1,0000.0%1230.0%0.00%0.0%
Q1 2018$1,0000.0%1230.0%0.00%0.0%
Q4 2017$1,0000.0%1230.0%0.00%0.0%
Q3 2017$1,0000.0%1230.0%0.00%0.0%
Q2 2017$1,0000.0%1230.0%0.00%0.0%
Q1 2017$1,0000.0%1230.0%0.00%0.0%
Q4 2016$1,0001230.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Arosa Capital Management LP 1,050,000$15,351,0004.77%
Arosa Capital Management LP 1,000,000$14,620,0004.54%
Total Wealth Planning, LLC 1,136,196$16,611,1843.39%
Stelac Advisory Services LLC 370,760$5,384,9342.94%
TOBIAS FINANCIAL ADVISORS, INC. 508,308$7,431,4671.95%
BBJS FINANCIAL ADVISORS, LLC 344,550$5,037,3281.91%
ELEMENT POINTE ADVISORS, LLC 506,476$7,404,6761.90%
MRA Advisory Group 172,182$2,517,2981.80%
PENOBSCOT WEALTH MANAGEMENT 150,318$2,2021.67%
First Affirmative Financial Network 102,938$1,504,9481.47%
View complete list of ISHARES TR shareholders