CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is VLUE and the CUSIP is 46432F388. A total of 473 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.03 and the average weighting 0.8%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$67,546
-5.6%
745
-2.4%
0.01%0.0%
Q2 2023$71,528
-5.6%
763
-6.7%
0.01%
-20.0%
Q1 2023$75,777
+19.8%
818
+17.9%
0.01%
+11.1%
Q4 2022$63,261
-7.0%
694
-16.1%
0.01%
-18.2%
Q3 2022$68,000
-72.2%
827
-69.5%
0.01%
-72.5%
Q2 2022$245,000
-42.4%
2,712
-33.3%
0.04%
-38.5%
Q1 2022$425,000
-27.6%
4,063
-24.2%
0.06%
-26.1%
Q4 2021$587,000
+20.0%
5,362
+10.4%
0.09%
+8.6%
Q3 2021$489,000
-17.0%
4,859
-13.3%
0.08%
-20.6%
Q2 2021$589,000
+15.9%
5,606
+13.1%
0.10%
+3.0%
Q1 2021$508,000
+9.2%
4,958
-7.4%
0.10%0.0%
Q4 2020$465,000
+66.7%
5,354
+41.7%
0.10%
+43.5%
Q3 2020$279,000
+2436.4%
3,778
+2452.7%
0.07%
+2200.0%
Q2 2020$11,000
-96.9%
148
-96.2%
0.00%
-98.1%
Q4 2019$353,000
-29.1%
3,905
-38.0%
0.16%
-41.0%
Q3 2019$498,000
+23.9%
6,303
+27.8%
0.27%
+22.9%
Q2 2019$402,000
+40.6%
4,930
+37.6%
0.22%
+27.5%
Q1 2019$286,000
+766.7%
3,582
+692.5%
0.17%
+612.5%
Q4 2018$33,0004520.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Stonehearth Capital Management, LLC 202,633$18,646,00010.62%
TCG Advisory Services, LLC 349,578$31,644,0009.88%
Matson Money. Inc. 2,539,601$229,885,0008.98%
Main Management ETF Advisors, LLC 765,285$69,274,0007.69%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 1,501,662$135,931,0006.87%
Kathmere Capital Management, LLC 397,203$35,955,0006.63%
SIGNATUREFD, LLC 2,098,795$189,983,0006.47%
Custos Family Office, LLC 72,572$6,569,0005.88%
Beaird Harris Wealth Management, LLC 234,412$21,219,0005.85%
Wharton Business Group, LLC 943,426$85,399,0005.64%
View complete list of ISHARES TR shareholders