Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 178 filers reported holding ISHARES TR in Q4 2019. 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 2024$666,765
+0.8%
8,203
+1.6%
0.00%0.0%
Q1 2024$661,533
+8.2%
8,070
+0.0%
0.00%0.0%
Q4 2023$611,154
+14.4%
8,066
+1.1%
0.00%0.0%
Q3 2023$534,344
-15.5%
7,981
-10.2%
0.00%0.0%
Q2 2023$632,434
+22.1%
8,887
+11.0%
0.00%0.0%
Q1 2023$517,799
+28.0%
8,004
+12.7%
0.00%0.0%
Q4 2022$404,483
-3.5%
7,101
-1.4%
0.00%0.0%
Q3 2022$419,000
-12.9%
7,202
-15.1%
0.00%0.0%
Q2 2022$481,000
-10.8%
8,483
+18.0%
0.00%0.0%
Q1 2022$539,000
-13.3%
7,189
-2.9%
0.00%0.0%
Q4 2021$622,000
+2.3%
7,400
-5.9%
0.00%0.0%
Q3 2021$608,000
-41.3%
7,868
-41.1%
0.00%
-50.0%
Q2 2021$1,036,000
+170.5%
13,352
+160.6%
0.00%
+100.0%
Q1 2021$383,000
+2.1%
5,123
-3.6%
0.00%0.0%
Q4 2020$375,000
+3.6%
5,316
+267.4%
0.00%0.0%
Q3 2020$362,000
+21.1%
1,447
+6.1%
0.00%0.0%
Q2 2020$299,000
+43.1%
1,364
+15.5%
0.00%0.0%
Q1 2020$209,000
-22.6%
1,1810.0%0.00%0.0%
Q4 2019$270,000
-36.6%
1,181
-39.8%
0.00%0.0%
Q3 2019$426,000
-0.2%
1,9610.0%0.00%0.0%
Q2 2019$427,000
+6.5%
1,9610.0%0.00%0.0%
Q1 2019$401,000
+9.9%
1,961
-2.7%
0.00%0.0%
Q4 2018$365,000
-12.0%
2,016
+2.8%
0.00%
-50.0%
Q3 2018$415,000
+9.2%
1,9610.0%0.00%
+100.0%
Q2 2018$380,000
+6.1%
1,9610.0%0.00%0.0%
Q1 2018$358,000
-8.7%
1,961
-10.3%
0.00%
-50.0%
Q4 2017$392,000
+0.3%
2,186
-8.4%
0.00%0.0%
Q3 2017$391,000
-7.6%
2,386
-7.4%
0.00%0.0%
Q2 2017$423,000
-0.2%
2,577
-2.2%
0.00%0.0%
Q1 2017$424,000
+57.0%
2,636
+47.6%
0.00%0.0%
Q4 2016$270,000
+2.7%
1,7860.0%0.00%0.0%
Q3 2016$263,000
+2.7%
1,7860.0%0.00%0.0%
Q2 2016$256,000
-25.6%
1,786
-24.4%
0.00%
-33.3%
Q1 2016$344,000
+33.3%
2,362
+32.3%
0.00%
+50.0%
Q4 2015$258,000
+4.9%
1,7860.0%0.00%0.0%
Q3 2015$246,000
+44.7%
1,786
+51.4%
0.00%0.0%
Q1 2015$170,000
-4.0%
1,180
-8.2%
0.00%0.0%
Q4 2014$177,000
+20.4%
1,285
+8.4%
0.00%0.0%
Q3 2014$147,000
+0.7%
1,1850.0%0.00%0.0%
Q2 2014$146,000
+2.1%
1,1850.0%0.00%0.0%
Q1 2014$143,000
+98.6%
1,185
+100.8%
0.00%
+100.0%
Q4 2013$72,000
+63.6%
590
+47.5%
0.00%0.0%
Q3 2013$44,000
+7.3%
4000.0%0.00%0.0%
Q2 2013$41,0004000.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders