CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 100 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,717,230
-1.0%
74,656
+2.1%
0.90%
-2.0%
Q2 2023$7,795,823
+10.6%
73,104
+0.9%
0.92%
-0.5%
Q1 2023$7,047,233
+13.3%
72,420
+4.8%
0.92%
+0.5%
Q4 2022$6,218,915
+6.8%
69,122
+0.8%
0.92%
-3.5%
Q3 2022$5,821,000
-5.7%
68,559
-0.2%
0.95%
-6.1%
Q2 2022$6,172,000
-48.5%
68,726
-38.0%
1.01%
-44.4%
Q1 2022$11,975,000
-6.4%
110,801
-1.3%
1.82%
-5.5%
Q4 2021$12,796,000
+12.9%
112,283
+2.1%
1.93%
+2.9%
Q3 2021$11,329,000
+1.8%
109,949
+1.5%
1.87%
-3.0%
Q2 2021$11,133,000
+10.1%
108,292
+1.4%
1.93%
-2.3%
Q1 2021$10,115,000
+65.3%
106,779
+57.5%
1.98%
+51.1%
Q4 2020$6,121,000
+28.5%
67,789
+15.5%
1.31%
+11.2%
Q3 2020$4,765,00058,6781.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strategic Equity Management 424,830$48,414,00015.14%
Gilbert & Cook, Inc. 456,454$52,017,0008.37%
WFA Asset Management Corp 105,074$11,974,2187.81%
FIRST CITIZENS BANK & TRUST CO 1,566,239$178,489,0006.98%
DOHJ, LLC 114,379$13,035,0005.83%
Aspire Wealth Management Corp 36,088$4,113,0003.33%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 39,320$4,481,0002.51%
Grant Street Asset Management, Inc. 33,573$3,826,0002.02%
CREATIVE FINANCIAL DESIGNS INC /ADV 112,283$12,796,0001.93%
Compton Wealth Advisory Group, LLC 24,342$2,774,0001.19%
View complete list of ISHARES TR shareholders