Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 363 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,099,922
+1.5%
36,306
+9.1%
0.00%0.0%
Q2 2023$2,068,860
+6.5%
33,267
-6.9%
0.00%0.0%
Q1 2023$1,941,713
+13.3%
35,720
-6.6%
0.00%0.0%
Q4 2022$1,714,188
+5.7%
38,238
-0.6%
0.00%0.0%
Q3 2022$1,622,000
-9.5%
38,451
-1.9%
0.00%0.0%
Q2 2022$1,792,000
-18.2%
39,204
+3.7%
0.00%0.0%
Q1 2022$2,192,000
-11.2%
37,793
-1.4%
0.00%
-25.0%
Q4 2021$2,469,000
+3.2%
38,341
-9.2%
0.00%0.0%
Q3 2021$2,392,000
+17.2%
42,214
+598.0%
0.00%0.0%
Q2 2021$2,041,000
+49.7%
6,048
+36.6%
0.00%
+33.3%
Q1 2021$1,363,000
+4.8%
4,429
+2.1%
0.00%0.0%
Q4 2020$1,301,000
+28.4%
4,336
+12.8%
0.00%0.0%
Q3 2020$1,013,000
+28.2%
3,843
+14.6%
0.00%
+50.0%
Q2 2020$790,000
+42.1%
3,352
+9.9%
0.00%0.0%
Q1 2020$556,000
-12.6%
3,049
+0.9%
0.00%0.0%
Q4 2019$636,000
+16.5%
3,022
+2.3%
0.00%0.0%
Q3 2019$546,000
+3.0%
2,9540.0%0.00%0.0%
Q2 2019$530,000
+1.7%
2,954
-3.0%
0.00%0.0%
Q1 2019$521,000
-4.1%
3,045
-19.2%
0.00%0.0%
Q4 2018$543,000
-1.6%
3,769
+19.7%
0.00%0.0%
Q3 2018$552,000
+12.2%
3,150
+5.3%
0.00%0.0%
Q2 2018$492,000
+7.4%
2,991
+3.4%
0.00%0.0%
Q1 2018$458,000
+33.9%
2,893
+29.8%
0.00%
+100.0%
Q4 2017$342,000
+31.5%
2,229
+22.2%
0.00%0.0%
Q3 2017$260,000
+8.8%
1,8240.0%0.00%0.0%
Q2 2017$239,000
+74.5%
1,824
+66.0%
0.00%0.0%
Q1 2017$137,000
+21.2%
1,099
+7.3%
0.00%0.0%
Q4 2016$113,0000.0%1,0240.0%0.00%0.0%
Q3 2016$113,000
+54.8%
1,024
+36.7%
0.00%0.0%
Q2 2016$73,000
+2.8%
749
+5.8%
0.00%0.0%
Q1 2016$71,000
+2.9%
7080.0%0.00%0.0%
Q4 2015$69,000
+7.8%
7080.0%0.00%0.0%
Q3 2015$64,000
-24.7%
708
-19.1%
0.00%0.0%
Q1 2015$85,000
+1.2%
875
-0.9%
0.00%0.0%
Q4 2014$84,000
-15.2%
883
-18.7%
0.00%0.0%
Q3 2014$99,000
+12.5%
1,086
+10.3%
0.00%0.0%
Q2 2014$88,000
-29.6%
985
-33.4%
0.00%
-50.0%
Q1 2014$125,000
+111.9%
1,479
+108.9%
0.00%
+100.0%
Q4 2013$59,000
+11.3%
7080.0%0.00%0.0%
Q3 2013$53,000
-24.3%
708
-29.8%
0.00%
-50.0%
Q2 2013$70,0001,0080.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders