CREATIVE FINANCIAL DESIGNS INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 278 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.68 and the average weighting 0.6%.

Quarter-by-quarter ownership
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,437
-34.3%
8,445
-32.8%
0.02%
-36.8%
Q2 2023$318,821
-6.2%
12,567
-6.6%
0.04%
-15.6%
Q1 2023$339,997
-43.4%
13,455
-44.9%
0.04%
-49.4%
Q4 2022$600,807
-31.8%
24,413
-33.8%
0.09%
-38.2%
Q3 2022$881,000
-40.9%
36,850
-39.2%
0.14%
-41.2%
Q2 2022$1,491,000
-10.7%
60,578
+0.7%
0.24%
-3.5%
Q1 2022$1,670,000
-14.8%
60,168
-8.0%
0.25%
-13.9%
Q4 2021$1,959,000
+29.6%
65,372
+30.2%
0.30%
+18.0%
Q3 2021$1,512,000
+35.4%
50,211
+34.6%
0.25%
+28.9%
Q2 2021$1,117,000
+23.4%
37,298
+20.5%
0.19%
+9.6%
Q1 2021$905,00030,9490.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 1,023,095$25,372,7568.09%
CONTINUUM WEALTH ADVISORS, LLC 249,596$6,189,9814.36%
KRAEMATON INVESTMENT ADVISORS, INC 134,509$3,335,8164.11%
Asset Allocation Strategies LLC 301,547$7,478,3743.45%
MATHER GROUP, LLC. 6,332,352$157,042,3312.79%
CONSULTIVA WEALTH MANAGEMENT, CORP. 3,951$97,9852.51%
HF Advisory Group, LLC 130,623$3,239,4602.40%
Angeles Investment Advisors, LLC 1,065,781$26,431,3692.07%
CAPITAL WEALTH MANAGEMENT, LLC 140,256$3,478,3491.91%
CLIENT 1ST ADVISORY GROUP, LLC 111,275$2,759,6201.46%
View complete list of ISHARES TR shareholders