CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is AOM and the CUSIP is 464289875. A total of 227 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$8,041
-46.8%
207
-44.7%
0.00%
-50.0%
Q2 2023$15,123
-11.3%
374
-12.6%
0.00%0.0%
Q1 2023$17,042
+71.4%
428
+63.4%
0.00%
+100.0%
Q4 2022$9,941
-69.9%
262
-71.2%
0.00%
-80.0%
Q3 2022$33,000
-5.7%
911
+0.1%
0.01%
-16.7%
Q2 2022$35,000
-10.3%
910
+0.1%
0.01%0.0%
Q1 2022$39,000
-40.9%
909
-37.0%
0.01%
-40.0%
Q4 2021$66,000
+13.8%
1,442
+10.8%
0.01%0.0%
Q3 2021$58,000
-7.9%
1,302
-6.5%
0.01%
-9.1%
Q2 2021$63,000
-97.9%
1,392
-98.0%
0.01%
-98.1%
Q1 2021$3,035,000
+5851.0%
69,694
+5856.8%
0.59%
+5290.9%
Q4 2020$51,000
+6.2%
1,170
+0.5%
0.01%
-8.3%
Q3 2020$48,000
-66.0%
1,164
-67.2%
0.01%
-72.1%
Q2 2020$141,000
+1914.3%
3,544
+1836.6%
0.04%
+975.0%
Q1 2020$7,0000.0%1830.0%0.00%
+33.3%
Q4 2019$7,000
-69.6%
183
-68.9%
0.00%
-75.0%
Q3 2019$23,000
+228.6%
589
+221.9%
0.01%
+200.0%
Q2 2019$7,0000.0%1830.0%0.00%0.0%
Q1 2019$7,000
-91.4%
183
-91.9%
0.00%
-93.2%
Q4 2018$81,000
-62.8%
2,258
-60.8%
0.06%
-52.8%
Q3 2018$218,000
+0.9%
5,7630.0%0.12%
-1.6%
Q2 2018$216,000
+9.1%
5,763
+10.1%
0.13%0.0%
Q1 2018$198,000
+14.5%
5,233
+14.7%
0.13%
+8.5%
Q4 2017$173,000
+5.5%
4,561
+5.8%
0.12%
+24.5%
Q3 2017$164,000
+1.9%
4,3110.0%0.09%
-8.7%
Q2 2017$161,000
+133.3%
4,311
+125.7%
0.10%
+106.0%
Q1 2017$69,0001,9100.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Weitzel Financial Services, Inc. 228,439$8,734,5475.10%
Consilium Wealth Advisory, LLC 107,522$4,185,8272.93%
Weaver Consulting Group 161,323$6,280,3132.84%
Thrive Capital Management, LLC 111,268$4,331,6632.40%
Investment Advisory Group, LLC 115,649$4,502,2152.34%
Beacon Financial Advisory LLC 61,867$2,408,4781.33%
Paragon Advisors, LLC 72,916$2,8381.17%
Fort Henry Capital, LLC 24,368$948,6460.81%
Plan Group Financial, LLC 24,601$957,7170.69%
Godshalk Welsh Capital Management, Inc. 22,445$873,7660.66%
View complete list of ISHARES TR shareholders