CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 381 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$164,821
-23.4%
1,832
-20.2%
0.02%
-24.0%
Q2 2023$215,044
-0.2%
2,296
-6.5%
0.02%
-10.7%
Q1 2023$215,570
+7.0%
2,456
+0.4%
0.03%
-6.7%
Q4 2022$201,468
+8.9%
2,447
+0.4%
0.03%0.0%
Q3 2022$185,000
-5.6%
2,437
+0.4%
0.03%
-6.2%
Q2 2022$196,000
-30.7%
2,427
-17.0%
0.03%
-25.6%
Q1 2022$283,000
-8.7%
2,925
+0.2%
0.04%
-8.5%
Q4 2021$310,000
+37.8%
2,919
+24.3%
0.05%
+27.0%
Q3 2021$225,000
+235.8%
2,348
+235.0%
0.04%
+208.3%
Q2 2021$67,000
+71.8%
701
+140.9%
0.01%0.0%
Q2 2020$39,0002910.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 262,437$23,611,46315.51%
Varma Mutual Pension Insurance Co 7,604,960$684,218,2518.27%
SPINNAKER TRUST 810,705$72,939,1295.49%
Corundum Group, Inc. 63,143$5,680,9763.23%
Stewardship Advisors, LLC 84,298$7,584,2912.96%
LFA - Lugano Financial Advisors SA 26,250$2,361,7132.02%
VERITY Wealth Advisors 23,554$2,119,1531.99%
Roof Eidam Maycock Peralta, LLC 67,290$6,054,0811.99%
Colorado Capital Management, Inc. 21,599$2,3241.76%
SOA Wealth Advisors, LLC. 76,644$6,895,6821.71%
View complete list of ISHARES TR shareholders