Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 219 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,334,686
+58.9%
16,194
+63.9%
0.00%
+100.0%
Q2 2023$839,847
+2.2%
9,882
+0.2%
0.00%0.0%
Q1 2023$821,739
-2.8%
9,858
-1.0%
0.00%0.0%
Q4 2022$845,550
+10.1%
9,962
-2.3%
0.00%0.0%
Q3 2022$768,000
-7.8%
10,195
-0.6%
0.00%0.0%
Q2 2022$833,000
-6.3%
10,261
+1.2%
0.00%0.0%
Q1 2022$889,000
-3.9%
10,143
-1.0%
0.00%0.0%
Q4 2021$925,000
-8.5%
10,243
-15.1%
0.00%
-50.0%
Q3 2021$1,011,000
+4.4%
12,071
+3.6%
0.00%0.0%
Q2 2021$968,000
+5.8%
11,651
-1.9%
0.00%0.0%
Q1 2021$915,000
-4.0%
11,874
-4.7%
0.00%0.0%
Q4 2020$953,000
+14.7%
12,463
+7.7%
0.00%0.0%
Q3 2020$831,000
+118.1%
11,576
+109.0%
0.00%
+100.0%
Q2 2020$381,000
-2.8%
5,539
-13.9%
0.00%0.0%
Q1 2020$392,000
-9.3%
6,430
+2.3%
0.00%0.0%
Q4 2019$432,000
+16.4%
6,285
+3.5%
0.00%0.0%
Q3 2019$371,000
+4.5%
6,072
+5.4%
0.00%0.0%
Q2 2019$355,000
+1.4%
5,760
+0.5%
0.00%0.0%
Q1 2019$350,000
+15.1%
5,729
+6.7%
0.00%0.0%
Q4 2018$304,000
-21.2%
5,369
-12.5%
0.00%0.0%
Q3 2018$386,000
+27.4%
6,137
+14.3%
0.00%0.0%
Q2 2018$303,000
-7.3%
5,369
+83.0%
0.00%0.0%
Q1 2018$327,000
+2.8%
2,934
+3.8%
0.00%0.0%
Q4 2017$318,000
+5.6%
2,826
+5.6%
0.00%0.0%
Q3 2017$301,000
+29.2%
2,676
+25.9%
0.00%0.0%
Q2 2017$233,000
+763.0%
2,126
+717.7%
0.00%
Q1 2017$27,000
-63.0%
260
-66.3%
0.00%
Q4 2016$73,000
+180.8%
772
+196.9%
0.00%
Q3 2016$26,0000.0%2600.0%0.00%
Q2 2016$26,000
+4.0%
2600.0%0.00%
Q1 2016$25,000
-59.7%
260
-56.7%
0.00%
-100.0%
Q4 2015$62,000
-15.1%
600
-19.0%
0.00%0.0%
Q3 2015$73,000
+5.8%
741
+15.6%
0.00%0.0%
Q1 2015$69,000
-11.5%
641
-18.3%
0.00%0.0%
Q4 2014$78,000
+875.0%
785
+881.2%
0.00%
Q3 2014$8,000
+60.0%
80
+53.8%
0.00%
Q2 2014$5,000
-98.9%
52
-99.0%
0.00%
-100.0%
Q1 2014$458,000
+22800.0%
5,031
+25055.0%
0.01%
Q4 2013$2,0000.0%200.0%0.00%
Q3 2013$2,000
-84.6%
20
-88.8%
0.00%
Q2 2013$13,0001780.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders