Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 712 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$21,024,732
-4.8%
115,514
-2.3%
0.02%
-8.3%
Q1 2024$22,080,104
+7.1%
118,196
-0.3%
0.02%
-36.8%
Q4 2023$20,614,862
+15.6%
118,551
+2.3%
0.04%
+58.3%
Q3 2023$17,825,726
+0.7%
115,872
+5.5%
0.02%0.0%
Q2 2023$17,710,076
+10.2%
109,871
+3.7%
0.02%
+4.3%
Q1 2023$16,073,456
-0.1%
105,914
-4.5%
0.02%
-4.2%
Q4 2022$16,088,321
+22.9%
110,900
+8.9%
0.02%
+4.3%
Q3 2022$13,088,000
-11.2%
101,836
-5.0%
0.02%
-4.2%
Q2 2022$14,738,000
+2.5%
107,216
+16.1%
0.02%
+9.1%
Q1 2022$14,379,000
+0.5%
92,336
+1.1%
0.02%
-4.3%
Q4 2021$14,310,000
+8.3%
91,360
+0.5%
0.02%0.0%
Q3 2021$13,216,000
-2.1%
90,879
-0.6%
0.02%
-4.2%
Q2 2021$13,502,000
+2.6%
91,456
-1.8%
0.02%
-11.1%
Q1 2021$13,155,000
+22.3%
93,141
+10.8%
0.03%
+12.5%
Q4 2020$10,757,000
+15.7%
84,028
+1.6%
0.02%0.0%
Q3 2020$9,301,000
+3.5%
82,713
-0.4%
0.02%
-7.7%
Q2 2020$8,983,000
+10.2%
83,012
-2.0%
0.03%
-10.3%
Q1 2020$8,152,000
-19.2%
84,700
+9.2%
0.03%
-3.3%
Q4 2019$10,091,000
+11.4%
77,573
+2.0%
0.03%0.0%
Q3 2019$9,061,000
+10.0%
76,053
+7.7%
0.03%
+7.1%
Q2 2019$8,235,000
+23.8%
70,643
+19.7%
0.03%
+16.7%
Q1 2019$6,653,000
+13.3%
59,013
+1.6%
0.02%0.0%
Q4 2018$5,872,000
-8.0%
58,062
+5.4%
0.02%0.0%
Q3 2018$6,384,000
+12.9%
55,113
+7.4%
0.02%
+9.1%
Q2 2018$5,653,000
+11.2%
51,333
+10.4%
0.02%
+4.8%
Q1 2018$5,083,000
+2.5%
46,491
+7.0%
0.02%0.0%
Q4 2017$4,961,000
+8.6%
43,430
+2.6%
0.02%0.0%
Q3 2017$4,569,000
+27.6%
42,340
+24.1%
0.02%
+16.7%
Q2 2017$3,582,000
-2.9%
34,123
-3.8%
0.02%
-10.0%
Q1 2017$3,689,000
+2.9%
35,455
+0.3%
0.02%
-9.1%
Q4 2016$3,584,000
+16.8%
35,349
+9.4%
0.02%
+10.0%
Q3 2016$3,069,000
+3.7%
32,314
+1.4%
0.02%
-4.8%
Q2 2016$2,960,000
+8.3%
31,865
+4.9%
0.02%0.0%
Q1 2016$2,732,000
-8.6%
30,374
-10.0%
0.02%
-16.0%
Q4 2015$2,989,000
+7.3%
33,767
+1.8%
0.02%0.0%
Q3 2015$2,786,000
+21.7%
33,160
+33.5%
0.02%
+19.0%
Q2 2015$2,290,000
-14.6%
24,834
-14.2%
0.02%
-16.0%
Q1 2015$2,680,000
+6.8%
28,953
+8.2%
0.02%
-3.8%
Q4 2014$2,510,000
-5.8%
26,771
-9.5%
0.03%
-16.1%
Q3 2014$2,665,000
+139.7%
29,587
+140.3%
0.03%
+121.4%
Q2 2014$1,112,000
+5.4%
12,312
+1.5%
0.01%
-12.5%
Q1 2014$1,055,000
-10.1%
12,135
-11.7%
0.02%
-20.0%
Q4 2013$1,174,000
+18.2%
13,737
+8.3%
0.02%0.0%
Q3 2013$993,000
+21.5%
12,679
+17.5%
0.02%
+5.3%
Q2 2013$817,00010,7880.02%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 349,920$48,100,00024.84%
HOME FEDERAL BANK OF TENNESSEE 425,054$58,428,00022.78%
Johnson Midwest Financial, LLC 112,513$15,466,00020.80%
LPWM LLC 240,267$33,414,00018.63%
Halpern Financial, Inc. 258,370$35,515,54513.85%
LVZ, Inc. 595,112$81,804,00013.72%
Praetorian Wealth Management, Inc. 243,206$33,431,00012.28%
Barber Financial Group, Inc. 542,018$74,506,00012.20%
Powell Investment Advisors, LLC 143,029$19,661,00011.92%
Strategic Wealth Partners Group, LLC 351,059$48,257,00010.74%
View complete list of ISHARES TR shareholders