CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is SLQD and the CUSIP is 46434V100. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,001,639
+11.5%
312,567
+12.0%
1.75%
+10.5%
Q2 2023$13,451,478
+6.5%
279,018
+7.1%
1.58%
-4.2%
Q1 2023$12,625,032
-10.2%
260,417
-11.3%
1.65%
-20.3%
Q4 2022$14,054,301
-0.3%
293,654
-1.3%
2.08%
-9.9%
Q3 2022$14,100,000
+11.8%
297,469
+14.3%
2.30%
+11.3%
Q2 2022$12,611,000
+15863.3%
260,233
+16124.0%
2.07%
+17150.0%
Q1 2022$79,000
+97.5%
1,604
+107.2%
0.01%
+100.0%
Q4 2021$40,000
-34.4%
774
-34.5%
0.01%
-40.0%
Q3 2021$61,000
-20.8%
1,182
-20.1%
0.01%
-23.1%
Q2 2021$77,000
+51.0%
1,479
+49.7%
0.01%
+30.0%
Q1 2021$51,000
+64.5%
988
+67.7%
0.01%
+42.9%
Q4 2020$31,000
+19.2%
589
+17.8%
0.01%
+16.7%
Q3 2020$26,0000.0%5000.0%0.01%
-25.0%
Q2 2020$26,000
-33.3%
500
-34.7%
0.01%
-65.2%
Q1 2019$39,000
-98.8%
766
-98.8%
0.02%
-99.0%
Q4 2018$3,216,000
+4.8%
64,937
+5.1%
2.33%
+32.3%
Q3 2018$3,069,000
+16.0%
61,805
+16.0%
1.76%
+13.6%
Q2 2018$2,645,000
+17.7%
53,299
+17.9%
1.55%
+7.9%
Q1 2018$2,248,000
+55.9%
45,197
+57.5%
1.44%
+47.0%
Q4 2017$1,442,000
+41.1%
28,696
+42.2%
0.98%
+66.8%
Q3 2017$1,022,000
+151.7%
20,186
+151.0%
0.59%
+125.8%
Q2 2017$406,000
+235.5%
8,043
+236.2%
0.26%
+198.9%
Q1 2017$121,0002,3920.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 2,170,462$104,171,33411.59%
Pensionmark Financial Group, LLC 752,903$36,135,5957.16%
Probity Advisors, Inc. 594,531$28,534,5246.58%
Wiser Wealth Management, Inc 292,044$14,016,6455.70%
INTEGRAL INVESTMENT ADVISORS, INC. 132,897$6,378,4024.46%
GREENUP STREET WEALTH MANAGEMENT LLC 248,563$11,929,7893.90%
River Wealth Advisors LLC 354,876$17,032,2603.05%
Global Wealth Management Investment Advisory, Inc. 223,687$10,735,8573.01%
Coombe, Bender & Co LLC 75,947$3,645,0772.74%
DecisionPoint Financial, LLC 103,399$4,962,6362.60%
View complete list of ISHARES TR shareholders