CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is AOK and the CUSIP is 464289883. A total of 141 filers reported holding ISHARES TR in Q1 2023. 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$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 Q1 2023
NameSharesValueWeighting ↓
Weaver Consulting Group 361,270$13,999,0008.73%
Curran Financial Partners, LLC 163,027$6,317,0005.41%
Madrona Financial Services, LLC 153,820$5,961,0003.33%
Thrive Capital Management, LLC 79,515$3,081,0003.28%
Peregrine Asset Advisers, Inc. 142,732$5,531,0002.58%
STRINGER ASSET MANAGEMENT, LLC 34,667$1,343,0001.41%
RDA Financial Network 70,590$2,735,0001.23%
ARQ WEALTH ADVISORS, LLC 39,128$1,516,0000.95%
Darwin Wealth Management, LLC 127,035$4,922,0000.92%
RESTON WEALTH MANAGEMENT LLC 41,822$1,621,0000.92%
View complete list of ISHARES TR shareholders