CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 204 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.61 and the average weighting 0.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,005
-59.0%
50
-55.4%
0.00%0.0%
Q2 2023$12,208
+133.6%
112
+124.0%
0.00%0.0%
Q1 2023$5,226
-3.1%
500.0%0.00%0.0%
Q4 2022$5,392
+7.8%
500.0%0.00%0.0%
Q3 2022$5,0000.0%500.0%0.00%0.0%
Q2 2022$5,000
-16.7%
500.0%0.00%0.0%
Q1 2022$6,000
-98.9%
50
-98.7%
0.00%
-98.8%
Q4 2021$551,000
-2.5%
3,946
+0.7%
0.08%
-10.8%
Q3 2021$565,000
-2.9%
3,918
+2.8%
0.09%
-7.9%
Q2 2021$582,000
+7.6%
3,811
+3.5%
0.10%
-4.7%
Q1 2021$541,000
+12.9%
3,682
-8.7%
0.11%
+3.9%
Q4 2020$479,000
+1351.5%
4,033
+1020.3%
0.10%
+1175.0%
Q3 2020$33,000
-49.2%
360
-51.7%
0.01%
-60.0%
Q2 2020$65,000
+44.4%
745
+10.4%
0.02%
-13.0%
Q1 2020$45,000
-72.9%
675
-59.8%
0.02%
-68.9%
Q4 2019$166,000
+18.6%
1,679
+3.1%
0.07%
-1.3%
Q3 2019$140,000
-6.0%
1,629
+1.2%
0.08%
-7.4%
Q2 2019$149,000
-7.5%
1,609
-7.2%
0.08%
-15.6%
Q1 2019$161,000
+12.6%
1,7340.0%0.10%
-7.7%
Q4 2018$143,000
-26.7%
1,734
-5.5%
0.10%
-7.1%
Q3 2018$195,000
+2.6%
1,834
+1.9%
0.11%0.0%
Q2 2018$190,000
+9.8%
1,7990.0%0.11%
+0.9%
Q1 2018$173,000
-4.9%
1,799
-5.3%
0.11%
-10.5%
Q4 2017$182,000
+1.7%
1,8990.0%0.12%
+20.4%
Q3 2017$179,000
+13.3%
1,899
+6.7%
0.10%
+2.0%
Q2 2017$158,000
-9.2%
1,779
-12.3%
0.10%
-19.2%
Q1 2017$174,000
+52.6%
2,029
+52.7%
0.12%
+34.4%
Q4 2016$114,0001,3290.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders