CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 150 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$276,158
-9.7%
8,132
-6.3%
0.03%
-11.1%
Q2 2023$305,894
-3.2%
8,680
-4.0%
0.04%
-12.2%
Q1 2023$316,037
+5.8%
9,040
+1.7%
0.04%
-6.8%
Q4 2022$298,840
-6.0%
8,891
-8.8%
0.04%
-15.4%
Q3 2022$318,000
-26.4%
9,749
-22.0%
0.05%
-26.8%
Q2 2022$432,000
-16.9%
12,500
-9.5%
0.07%
-10.1%
Q1 2022$520,000
-21.8%
13,806
-16.9%
0.08%
-21.0%
Q4 2021$665,000
+13.1%
16,623
+11.6%
0.10%
+3.1%
Q3 2021$588,000
-15.2%
14,895
-14.5%
0.10%
-19.2%
Q2 2021$693,000
-1.1%
17,415
-4.0%
0.12%
-12.4%
Q1 2021$701,000
+64.9%
18,149
+65.3%
0.14%
+50.5%
Q4 2020$425,000
+4.7%
10,977
+0.6%
0.09%
-9.0%
Q3 2020$406,000
+38.6%
10,911
+35.4%
0.10%
+12.4%
Q2 2020$293,000
+1731.2%
8,057
+1663.0%
0.09%
+888.9%
Q3 2019$16,0004570.01%
Q2 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2017$7,0002000.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Curran Financial Partners, LLC 259,257$8,804,6433.84%
Archvest Wealth Advisors, Inc. 214,257$7,417,0173.03%
ATLAS CAPITAL ADVISORS LLC 518,500$17,608,7782.90%
Investment Advisory Group, LLC 147,765$5,018,2432.61%
Weaver Consulting Group 164,891$5,599,8732.53%
Thrive Capital Management, LLC 125,623$4,266,2752.36%
Consilium Wealth Advisory, LLC 77,038$2,616,2921.83%
Gainplan LLC 12,974$440,6100.61%
RDA Financial Network 32,475$1,102,8830.48%
Camarda Financial Advisors, LLC 19,487$661,8070.43%
View complete list of ISHARES TR shareholders