CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is USMV and the CUSIP is 46429B697. A total of 960 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$621,477
-47.1%
8,586
-45.7%
0.07%
-47.8%
Q2 2023$1,175,882
+16.8%
15,820
+14.3%
0.14%
+4.5%
Q1 2023$1,006,714
+23.1%
13,840
+22.0%
0.13%
+9.1%
Q4 2022$817,608
+8.7%
11,340
-0.4%
0.12%
-1.6%
Q3 2022$752,000
+3.4%
11,380
+9.9%
0.12%
+3.4%
Q2 2022$727,000
+3.0%
10,356
+13.8%
0.12%
+11.2%
Q1 2022$706,000
-8.5%
9,101
-4.6%
0.11%
-7.8%
Q4 2021$772,000
+35.7%
9,538
+23.3%
0.12%
+23.4%
Q3 2021$569,000
+2.5%
7,736
+2.6%
0.09%
-2.1%
Q2 2021$555,000
+5.5%
7,538
-0.8%
0.10%
-6.8%
Q1 2021$526,000
-88.3%
7,598
-88.5%
0.10%
-89.3%
Q4 2020$4,491,000
+14.5%
66,168
+7.5%
0.96%
-1.0%
Q3 2020$3,923,000
+32.7%
61,551
+26.2%
0.97%
+8.1%
Q2 2020$2,957,000
+37.0%
48,775
+22.0%
0.90%
-19.4%
Q1 2020$2,159,000
-60.4%
39,973
-51.9%
1.11%
-54.4%
Q4 2019$5,456,000
-19.8%
83,144
-23.4%
2.44%
-33.4%
Q3 2019$6,806,000
+3.3%
108,586
+3.6%
3.66%
+2.5%
Q2 2019$6,588,000
+35.4%
104,791
+26.6%
3.57%
+22.6%
Q1 2019$4,866,000
-30.6%
82,755
-38.1%
2.92%
-42.7%
Q4 2018$7,010,000
-2.9%
133,782
+5.7%
5.09%
+22.6%
Q3 2018$7,219,000
+24.1%
126,564
+15.7%
4.15%
+21.5%
Q2 2018$5,815,000
+11.6%
109,393
+9.0%
3.42%
+2.3%
Q1 2018$5,211,000
+21.0%
100,346
+23.0%
3.34%
+14.2%
Q4 2017$4,306,000
-11.8%
81,588
-15.8%
2.92%
+4.4%
Q3 2017$4,880,000
+37.0%
96,932
+33.1%
2.80%
+22.9%
Q2 2017$3,563,000
+44.1%
72,827
+40.6%
2.28%
+28.4%
Q1 2017$2,472,000
+1320.7%
51,797
+1248.9%
1.78%
+1150.7%
Q4 2016$174,0003,8400.14%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cassia Capital Partners, LLC 382,000$27,649,14622.63%
Financial Advisors, LLC 1,084,310$78,482,32919.43%
Wealth Advisors of Iowa, LLC 327,608$23,712,27016.68%
Sovereign Investment Advisors, LLC 384,417$27,824,11010.91%
Wells Financial Advisors INC 190,211$13,767,46710.70%
Halpern Financial, Inc. 420,898$30,464,59510.52%
GRAYHAWK INVESTMENT STRATEGIES INC. 201,535$14,587,1039.79%
Darrow Company, Inc. 153,486$11,109,3529.74%
Lowe Wealth Advisors, LLC 249,740$18,076,1459.61%
Adaptive Financial Consulting, LLC 221,023$15,997,6709.06%
View complete list of ISHARES TR shareholders