Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 272 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 5.36 and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,889,855
+3.0%
5,538
+4.4%
0.00%
+50.0%
Q2 2023$1,834,317
+19.0%
5,303
+4.9%
0.00%0.0%
Q1 2023$1,541,006
+17.2%
5,057
-1.6%
0.00%0.0%
Q4 2022$1,314,418
+37.9%
5,137
+34.8%
0.00%0.0%
Q3 2022$953,000
-25.4%
3,810
-19.6%
0.00%0.0%
Q2 2022$1,278,000
-37.6%
4,740
-20.2%
0.00%
-33.3%
Q1 2022$2,048,000
-10.9%
5,938
+2.7%
0.00%
-25.0%
Q4 2021$2,299,000
-3.3%
5,781
-3.0%
0.00%0.0%
Q3 2021$2,378,000
-10.1%
5,957
-12.1%
0.00%
-20.0%
Q2 2021$2,644,000
+26.1%
6,778
+10.4%
0.01%
+25.0%
Q1 2021$2,097,000
-5.8%
6,142
-2.3%
0.00%
-20.0%
Q4 2020$2,227,000
+15.1%
6,288
+1.1%
0.01%0.0%
Q3 2020$1,934,000
+30.2%
6,217
+19.0%
0.01%
+25.0%
Q2 2020$1,485,000
+37.1%
5,224
+1.5%
0.00%0.0%
Q1 2020$1,083,000
-7.8%
5,148
+2.2%
0.00%0.0%
Q4 2019$1,174,000
+17.4%
5,036
+6.7%
0.00%
+33.3%
Q3 2019$1,000,000
-0.8%
4,719
+2.3%
0.00%0.0%
Q2 2019$1,008,000
+23.8%
4,612
+19.4%
0.00%0.0%
Q1 2019$814,000
+70.3%
3,862
+40.1%
0.00%
+50.0%
Q4 2018$478,000
-20.3%
2,757
-5.9%
0.00%0.0%
Q3 2018$600,000
+13.6%
2,929
-1.6%
0.00%0.0%
Q2 2018$528,000
-63.7%
2,977
-65.3%
0.00%
-66.7%
Q1 2018$1,454,000
+181.2%
8,567
+156.1%
0.01%
+200.0%
Q4 2017$517,000
+562.8%
3,345
+489.9%
0.00%
Q2 2017$78,000
+44.4%
567
+31.9%
0.00%
Q1 2017$54,000
+14.9%
4300.0%0.00%
Q4 2016$47,000
+14.6%
430
+19.4%
0.00%
Q3 2016$41,000
+272.7%
360
+260.0%
0.00%
Q2 2016$11,000
-15.4%
100
-23.1%
0.00%
Q1 2016$13,000
+30.0%
130
+30.0%
0.00%
Q4 2015$10,000
-76.2%
100
-77.6%
0.00%
Q3 2015$42,000
+2000.0%
446
+1684.0%
0.00%
Q1 2014$2,0000.0%250.0%0.00%
Q4 2013$2,0000.0%250.0%0.00%
Q3 2013$2,0000.0%250.0%0.00%
Q2 2013$2,000250.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders