Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 139 filers reported holding ISHARES TR in Q1 2018. 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$476,819
+26.8%
11,556
+14.4%
0.00%0.0%
Q2 2023$375,969
-4.7%
10,101
-3.3%
0.00%0.0%
Q1 2023$394,623
-9.5%
10,451
-6.5%
0.00%0.0%
Q4 2022$436,018
+81.7%
11,183
+55.2%
0.00%
Q3 2022$240,000
-32.2%
7,205
-30.9%
0.00%
-100.0%
Q2 2022$354,000
+17.2%
10,434
+24.9%
0.00%
Q1 2022$302,000
+35.4%
8,355
+3.1%
0.00%
Q4 2021$223,000
-15.2%
8,105
-23.9%
0.00%
-100.0%
Q1 2021$263,000
-47.9%
10,654
-28.4%
0.00%
-50.0%
Q1 2018$505,000
-61.7%
14,876
-59.9%
0.00%
-66.7%
Q4 2017$1,317,000
+2059.0%
37,058
+1783.0%
0.01%
Q2 2017$61,000
-71.5%
1,968
-69.5%
0.00%
-100.0%
Q1 2017$214,000
+6.5%
6,458
+11.7%
0.00%0.0%
Q4 2016$201,000
+458.3%
5,782
+430.5%
0.00%
Q3 2016$36,000
-68.7%
1,090
-69.4%
0.00%
-100.0%
Q2 2016$115,000
+19.8%
3,560
+9.0%
0.00%0.0%
Q1 2016$96,000
+4.3%
3,2650.0%0.00%0.0%
Q4 2015$92,000
+21.1%
3,265
+22.5%
0.00%0.0%
Q3 2015$76,000
-92.0%
2,665
-90.0%
0.00%
-88.9%
Q1 2015$953,000
+381.3%
26,708
+401.3%
0.01%
+350.0%
Q4 2014$198,000
-12.0%
5,328
+3.9%
0.00%
-33.3%
Q3 2014$225,000
-9.6%
5,1280.0%0.00%0.0%
Q2 2014$249,000
+6.9%
5,128
-3.8%
0.00%
-25.0%
Q1 2014$233,000
+1.3%
5,3330.0%0.00%0.0%
Q4 2013$230,000
+130.0%
5,333
+119.2%
0.00%
+100.0%
Q3 2013$100,000
+257.1%
2,433
+238.4%
0.00%
+100.0%
Q2 2013$28,0007190.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders