CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 545 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$867,767
-37.4%
9,240
-35.0%
0.10%
-38.0%
Q2 2023$1,385,893
-39.4%
14,220
-43.8%
0.16%
-45.7%
Q1 2023$2,287,203
-40.4%
25,287
-44.1%
0.30%
-47.1%
Q4 2022$3,836,542
+0.1%
45,269
-6.2%
0.57%
-9.4%
Q3 2022$3,834,000
-13.7%
48,277
-8.8%
0.63%
-14.1%
Q2 2022$4,441,000
+1.8%
52,936
+23.0%
0.73%
+9.8%
Q1 2022$4,362,000
+20.3%
43,043
+28.1%
0.66%
+21.6%
Q4 2021$3,626,000
+28.6%
33,606
+17.4%
0.55%
+17.2%
Q3 2021$2,819,000
+5.8%
28,631
+5.8%
0.47%
+0.9%
Q2 2021$2,665,000
+32.1%
27,062
+21.9%
0.46%
+17.3%
Q1 2021$2,017,000
+28.6%
22,193
+21.7%
0.39%
+17.6%
Q4 2020$1,569,000
+43.2%
18,236
+26.9%
0.34%
+23.6%
Q3 2020$1,096,000
+4466.7%
14,376
+4115.8%
0.27%
+3771.4%
Q2 2020$24,0003410.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders