CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 239 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,201
-29.5%
346
-27.3%
0.01%
-33.3%
Q2 2023$75,414
+14.3%
476
+0.2%
0.01%0.0%
Q1 2023$65,988
+15.5%
475
+0.2%
0.01%
+12.5%
Q4 2022$57,149
-3.1%
474
-3.9%
0.01%
-20.0%
Q3 2022$59,000
+11.3%
493
+17.4%
0.01%
+11.1%
Q2 2022$53,000
-53.5%
420
-41.3%
0.01%
-47.1%
Q1 2022$114,000
-8.8%
715
-1.0%
0.02%
-10.5%
Q4 2021$125,000
+228.9%
722
+192.3%
0.02%
+216.7%
Q3 2021$38,000
-97.6%
247
-98.5%
0.01%
-99.1%
Q4 2019$1,569,000
-0.4%
16,024
-13.8%
0.70%
-17.3%
Q3 2019$1,576,000
+1.2%
18,593
+3.9%
0.85%
+0.4%
Q2 2019$1,558,000
+10.0%
17,890
+3.8%
0.84%
-0.5%
Q1 2019$1,417,000
+15.9%
17,233
+1.1%
0.85%
-4.3%
Q4 2018$1,223,000
-15.7%
17,046
+0.3%
0.89%
+6.4%
Q3 2018$1,451,000
+15.3%
16,990
+5.7%
0.83%
+12.9%
Q2 2018$1,259,000
+21.4%
16,071
+14.3%
0.74%
+11.3%
Q1 2018$1,037,000
+11.1%
14,058
+10.2%
0.66%
+4.9%
Q4 2017$933,000
-59.6%
12,755
-62.6%
0.63%
-52.3%
Q3 2017$2,311,000
+46.8%
34,077
+39.6%
1.33%
+31.8%
Q2 2017$1,574,000
+36.6%
24,414
+30.4%
1.01%
+21.6%
Q1 2017$1,152,000
+114.5%
18,720
+96.2%
0.83%
+89.0%
Q4 2016$537,0009,5420.44%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders