Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 166 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,821
+1.3%
2,877
-0.5%
0.00%
Q4 2022$203,250
-5.9%
2,892
+6.4%
0.00%
Q1 2022$216,000
-5.7%
2,718
-4.9%
0.00%
Q4 2021$229,000
+387.2%
2,857
+281.4%
0.00%
Q2 2017$47,000
+27.0%
749
+24.2%
0.00%
Q1 2017$37,000
+5.7%
6030.0%0.00%
Q4 2016$35,000
+12.9%
6030.0%0.00%
Q3 2016$31,000
+6.9%
6030.0%0.00%
Q2 2016$29,000
-3.3%
6030.0%0.00%
Q1 2016$30,000
-6.2%
6030.0%0.00%
Q4 2015$32,000
-15.8%
603
-19.4%
0.00%
Q3 2015$38,000
+11.8%
748
+24.7%
0.00%
Q1 2015$34,000
+21.4%
600
+20.0%
0.00%
Q4 2014$28,000
-41.7%
500
-41.9%
0.00%
-100.0%
Q3 2014$48,000
-4.0%
861
-0.6%
0.00%0.0%
Q2 2014$50,000
+78.6%
866
+73.2%
0.00%
Q1 2014$28,0000.0%5000.0%0.00%
Q4 2013$28,000
+7.7%
5000.0%0.00%
-100.0%
Q3 2013$26,000
+8.3%
5000.0%0.00%0.0%
Q2 2013$24,0005000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Diversified, LLC 293,395$23,733,00010.03%
AVAII WEALTH MANAGEMENT, LLC 39,513$3,163,0003.17%
Bernardo Wealth Planning LLC 64,167$5,137,0002.51%
Northwest Capital Management Inc 54,670$4,549,0002.16%
West Wealth Group, LLC 69,892$5,595,0002.10%
EQ LLC 36,619$2,932,0002.05%
Keystone Financial Services 47,941$3,838,0001.97%
MA Private Wealth 136,220$10,906,0001.96%
VIVID FINANCIAL MANAGEMENT, INC. 64,909$5,197,0001.94%
Richard Bernstein Advisors LLC 1,193,464$95,548,0001.84%
View complete list of ISHARES TR shareholders