Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. 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$1,887,963
-5.1%
18,713
-0.3%
0.00%0.0%
Q2 2023$1,989,411
+5.9%
18,7610.0%0.00%0.0%
Q1 2023$1,879,080
+3.8%
18,7610.0%0.00%0.0%
Q4 2022$1,809,648
+151.0%
18,761
+118.0%
0.00%
+200.0%
Q3 2022$721,000
-42.7%
8,606
-39.8%
0.00%
-50.0%
Q2 2022$1,259,000
+108.8%
14,290
+149.8%
0.00%
+100.0%
Q1 2022$603,000
-6.5%
5,7200.0%0.00%0.0%
Q4 2021$645,000
+5.4%
5,720
+0.2%
0.00%0.0%
Q3 2021$612,000
-27.8%
5,710
-25.2%
0.00%
-50.0%
Q2 2021$848,000
+133.0%
7,635
+121.4%
0.00%
+100.0%
Q1 2021$364,000
+14.5%
3,448
+5.2%
0.00%0.0%
Q4 2020$318,000
+29.8%
3,279
+123.8%
0.00%0.0%
Q3 2020$245,000
+1941.7%
1,465
+1546.1%
0.00%
Q2 2017$12,000
-45.5%
89
-48.9%
0.00%
Q1 2017$22,000
+100.0%
174
+95.5%
0.00%
Q4 2016$11,000
-31.2%
89
-45.7%
0.00%
Q3 2015$16,000
-76.8%
164
-76.0%
0.00%
-100.0%
Q3 2014$69,000
-2.8%
6820.0%0.00%0.0%
Q2 2014$71,000
+2.9%
6820.0%0.00%0.0%
Q1 2014$69,000
-45.2%
682
-45.1%
0.00%
-50.0%
Q4 2013$126,000
+88.1%
1,242
+69.0%
0.00%
+100.0%
Q3 2013$67,0007350.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders