CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 562 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.08 and the average weighting 0.8%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,772
-3.4%
580.0%0.00%
Q2 2023$3,904
+1.2%
58
+1.8%
0.00%
-100.0%
Q1 2023$3,859
+47.9%
57
+39.0%
0.00%
Q4 2022$2,610
+30.5%
410.0%0.00%
Q3 2022$2,000
-33.3%
410.0%0.00%
Q2 2022$3,0000.0%41
+2.5%
0.00%
Q1 2022$3,0000.0%400.0%0.00%
Q4 2021$3,0000.0%400.0%0.00%
Q3 2021$3,000
-90.9%
40
-91.1%
0.00%
-100.0%
Q4 2020$33,000
+6.5%
4500.0%0.01%
-12.5%
Q3 2020$31,000
-91.0%
450
-91.3%
0.01%
-92.3%
Q2 2020$343,000
+13.6%
5,199
+6.9%
0.10%
-32.9%
Q1 2020$302,000
-77.2%
4,863
-72.5%
0.16%
-73.8%
Q4 2019$1,325,000
-24.7%
17,697
-27.6%
0.59%
-37.5%
Q3 2019$1,760,000
+18.8%
24,460
+20.2%
0.95%
+17.8%
Q2 2019$1,482,000
+30.7%
20,345
+29.2%
0.80%
+18.4%
Q1 2019$1,134,000
-63.3%
15,746
-66.1%
0.68%
-69.7%
Q4 2018$3,092,000
-3.4%
46,389
+5.5%
2.24%
+21.8%
Q3 2018$3,202,000
+0.3%
43,982
-2.0%
1.84%
-1.9%
Q2 2018$3,194,000
-10.0%
44,902
-6.7%
1.88%
-17.4%
Q1 2018$3,547,000
-4.2%
48,135
-5.1%
2.27%
-9.7%
Q4 2017$3,703,000
-34.2%
50,743
-35.9%
2.51%
-22.2%
Q3 2017$5,627,000
+13.6%
79,191
+10.7%
3.23%
+1.9%
Q2 2017$4,952,000
+24.1%
71,513
+18.3%
3.17%
+10.5%
Q1 2017$3,990,000
+84.0%
60,450
+70.7%
2.87%
+62.0%
Q4 2016$2,169,00035,4231.77%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Burt Wealth Advisors 516,870$29,467,00011.82%
Sound Financial Strategies Group, LLC 78,581$4,480,0006.73%
GRAYHAWK INVESTMENT STRATEGIES INC. 170,487$9,719,0006.59%
AGILIS PARTNERS LLC 177,902$10,142,0006.39%
Ballew Advisors, Inc 122,205$6,945,0006.23%
Wharton Business Group, LLC 1,606,186$91,569,0006.19%
VAUGHAN & Co SECURITIES, INC. 121,477$6,925,0005.98%
HERON FINANCIAL GROUP, LLC 141,002$8,039,0004.97%
Family Capital Trust Co 178,416$10,171,0004.66%
Lester Murray Antman dba SimplyRich 169,156$9,643,0004.34%
View complete list of ISHARES TR shareholders