Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,003,056
+1.3%
179,998
+5.2%
0.02%0.0%
Q2 2023$12,837,570
-2.5%
171,168
-7.0%
0.02%
-10.5%
Q1 2023$13,160,345
+10.4%
184,035
+5.4%
0.02%
+5.6%
Q4 2022$11,925,380
+5.5%
174,603
-2.7%
0.02%
-10.0%
Q3 2022$11,305,000
-2.5%
179,395
-1.4%
0.02%
+5.3%
Q2 2022$11,597,000
-16.5%
181,969
+1.3%
0.02%
-13.6%
Q1 2022$13,883,000
-11.2%
179,666
-2.0%
0.02%
-12.0%
Q4 2021$15,634,000
+6.5%
183,369
-1.1%
0.02%
-3.8%
Q3 2021$14,682,000
-3.8%
185,404
-1.7%
0.03%
-3.7%
Q2 2021$15,259,000
-1.3%
188,545
-4.4%
0.03%
-12.9%
Q1 2021$15,454,000
+6.7%
197,192
-1.7%
0.03%
-3.1%
Q4 2020$14,488,000
+25.9%
200,614
+316.9%
0.03%
+6.7%
Q3 2020$11,510,000
+189.6%
48,123
+171.2%
0.03%
+150.0%
Q2 2020$3,975,000
+10.6%
17,745
-11.9%
0.01%
-7.7%
Q1 2020$3,593,000
-23.1%
20,135
+2.6%
0.01%
-7.1%
Q4 2019$4,672,000
+0.8%
19,622
-5.2%
0.01%
-6.7%
Q3 2019$4,633,000
+4.9%
20,695
+6.0%
0.02%0.0%
Q2 2019$4,417,000
+29.3%
19,521
+25.2%
0.02%
+25.0%
Q1 2019$3,417,000
+15.2%
15,597
+0.5%
0.01%0.0%
Q4 2018$2,966,000
-22.1%
15,512
-5.1%
0.01%
-14.3%
Q3 2018$3,808,000
+1.4%
16,346
-2.2%
0.01%
-6.7%
Q2 2018$3,757,000
-4.0%
16,715
-6.8%
0.02%
-6.2%
Q1 2018$3,915,000
+18.0%
17,932
+16.7%
0.02%
+14.3%
Q4 2017$3,317,000
+5.0%
15,371
-1.5%
0.01%
-6.7%
Q3 2017$3,158,000
+10.7%
15,604
+7.6%
0.02%
+7.1%
Q2 2017$2,853,000
+10.6%
14,508
+7.3%
0.01%0.0%
Q1 2017$2,580,000
+22.0%
13,515
+16.4%
0.01%
+7.7%
Q4 2016$2,115,000
+6.0%
11,610
+1.6%
0.01%0.0%
Q3 2016$1,996,000
+8.1%
11,424
+4.6%
0.01%0.0%
Q2 2016$1,846,000
+9.3%
10,919
+5.1%
0.01%0.0%
Q1 2016$1,689,000
+3.3%
10,385
+2.2%
0.01%0.0%
Q4 2015$1,635,000
+0.4%
10,159
-1.9%
0.01%
-7.1%
Q3 2015$1,628,000
+25.0%
10,361
+36.5%
0.01%
+16.7%
Q1 2015$1,302,000
+6.6%
7,592
-0.8%
0.01%
-7.7%
Q4 2014$1,221,000
+17.1%
7,650
+11.0%
0.01%
+8.3%
Q3 2014$1,043,000
+0.4%
6,889
+4.1%
0.01%
-7.7%
Q2 2014$1,039,0000.0%6,615
-2.6%
0.01%
-18.8%
Q1 2014$1,039,000
+35.8%
6,795
+33.5%
0.02%
+23.1%
Q4 2013$765,000
+5.8%
5,091
-2.0%
0.01%
-7.1%
Q3 2013$723,000
+31.2%
5,195
+21.5%
0.01%
+7.7%
Q2 2013$551,0004,2740.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders