CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 203 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 330.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$191,409
-58.2%
1,944
-53.0%
0.02%
-59.3%
Q2 2023$458,207
-43.0%
4,137
-41.0%
0.05%
-48.6%
Q1 2023$803,771
+110.8%
7,017
+99.1%
0.10%
+87.5%
Q4 2022$381,322
+0.1%
3,525
+0.8%
0.06%
-9.7%
Q3 2022$381,000
+21.3%
3,498
+33.9%
0.06%
+19.2%
Q2 2022$314,000
+25.1%
2,613
+40.0%
0.05%
+36.8%
Q1 2022$251,000
-35.0%
1,867
-28.2%
0.04%
-34.5%
Q4 2021$386,000
+35.0%
2,600
+33.6%
0.06%
+23.4%
Q3 2021$286,0001,9460.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Forum Financial Management, LP 6,457,236$635,844,01214.06%
Richard Bernstein Advisors LLC 5,453,575$537,013,53711.98%
Members Advisory Group LLC 152,554$15,022,0489.70%
Quantitative Strategies, Inc. 102,239$10,067,5156.77%
AVALON CAPITAL MANAGEMENT 130,639$12,864,0226.56%
Itau Unibanco Holding S.A. 1,033,303$101,749,3464.50%
SYON CAPITAL LLC 347,894$34,257,1064.26%
Cresta Advisors, Ltd. 45,267$4,457,4423.45%
BEAM WEALTH ADVISORS, INC. 48,380$4,764,0233.39%
LFA - Lugano Financial Advisors SA 39,281$3,868,0003.31%
View complete list of ISHARES TR shareholders