CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 106 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$3,242,418
+4.0%
83,654
+11.1%
0.38%
+3.0%
Q2 2023$3,117,885
-20.9%
75,293
-25.5%
0.37%
-28.9%
Q1 2023$3,939,828
+14.7%
101,067
+6.0%
0.52%
+1.8%
Q4 2022$3,435,874
+10.9%
95,335
+6.6%
0.51%
+0.2%
Q3 2022$3,099,000
+3.0%
89,415
+5.0%
0.51%
+2.4%
Q2 2022$3,008,000
-11.2%
85,155
+11.1%
0.49%
-4.3%
Q1 2022$3,388,000
-3.6%
76,668
+8.3%
0.52%
-2.6%
Q4 2021$3,515,000
+11.2%
70,803
+10.3%
0.53%
+1.3%
Q3 2021$3,160,000
+3.5%
64,172
+8.9%
0.52%
-1.1%
Q2 2021$3,052,000
+16.6%
58,913
+576.5%
0.53%
+3.3%
Q1 2021$2,617,0008,7090.51%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 50,653$1,963,3141.57%
Matrix Trust Co 149,473$5,7941.51%
Opes Wealth Management LLC 106,426$4,125,0721.14%
Gallagher Fiduciary Advisors, LLC 311,609$12,077,9581.06%
Black Diamond Financial, LLC 82,442$3,195,4510.98%
VAUGHAN & Co SECURITIES, INC. 25,278$979,7750.73%
BEAM WEALTH ADVISORS, INC. 24,457$947,9590.67%
Asset Allocation Strategies LLC 32,092$1,243,9060.57%
Certified Advisory Corp 74,374$2,882,7360.53%
CREATIVE FINANCIAL DESIGNS INC /ADV 83,654$3,242,4180.38%
View complete list of ISHARES TR shareholders