Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,710,763
-3.3%
44,243
-2.3%
0.00%0.0%
Q1 2024$2,802,483
+7.3%
45,274
+396.2%
0.00%
-40.0%
Q4 2023$2,612,078
+18.3%
9,125
+11.6%
0.01%
+66.7%
Q3 2023$2,208,269
+9.7%
8,177
+13.8%
0.00%0.0%
Q2 2023$2,013,796
+16.5%
7,186
+13.5%
0.00%
+50.0%
Q1 2023$1,728,114
-12.1%
6,329
-8.7%
0.00%
-33.3%
Q4 2022$1,966,887
+11.1%
6,933
-0.9%
0.00%0.0%
Q3 2022$1,770,000
-6.4%
6,997
-0.5%
0.00%0.0%
Q2 2022$1,892,000
-2.0%
7,035
+5.2%
0.00%0.0%
Q1 2022$1,931,000
-3.8%
6,687
+0.0%
0.00%0.0%
Q4 2021$2,008,000
-0.1%
6,685
-8.3%
0.00%
-25.0%
Q3 2021$2,011,000
-3.0%
7,288
-4.1%
0.00%0.0%
Q2 2021$2,073,000
+31.9%
7,600
+22.0%
0.00%
+33.3%
Q1 2021$1,572,000
+11.4%
6,227
+8.5%
0.00%0.0%
Q4 2020$1,411,000
+12.2%
5,739
+3.6%
0.00%0.0%
Q3 2020$1,258,000
+1.5%
5,537
-3.7%
0.00%
-25.0%
Q2 2020$1,240,000
+17.1%
5,750
+2.0%
0.00%0.0%
Q1 2020$1,059,000
-1.6%
5,637
+13.0%
0.00%
+33.3%
Q4 2019$1,076,000
+16.7%
4,987
+2.3%
0.00%0.0%
Q3 2019$922,000
-3.2%
4,8760.0%0.00%0.0%
Q2 2019$952,000
-4.5%
4,876
-5.3%
0.00%
-25.0%
Q1 2019$997,000
+17.8%
5,147
+10.0%
0.00%
+33.3%
Q4 2018$846,000
-11.6%
4,680
-0.8%
0.00%
-25.0%
Q3 2018$957,000
+13.5%
4,717
-0.3%
0.00%
+33.3%
Q2 2018$843,000
+2.6%
4,732
-0.7%
0.00%0.0%
Q1 2018$822,000
-7.8%
4,764
-6.9%
0.00%
-25.0%
Q4 2017$892,000
+3.2%
5,119
+1.9%
0.00%0.0%
Q3 2017$864,000
+9.4%
5,026
+5.7%
0.00%0.0%
Q2 2017$790,000
+5.6%
4,753
-1.0%
0.00%0.0%
Q1 2017$748,000
+23.0%
4,803
+13.8%
0.00%0.0%
Q4 2016$608,000
-24.3%
4,219
-21.1%
0.00%
-20.0%
Q3 2016$803,000
+7.9%
5,349
+6.6%
0.01%0.0%
Q2 2016$744,000
+5.5%
5,0190.0%0.01%0.0%
Q1 2016$705,000
-12.9%
5,019
-7.0%
0.01%
-28.6%
Q4 2015$809,000
-0.2%
5,396
-6.9%
0.01%0.0%
Q3 2015$811,000
+12.5%
5,796
+24.0%
0.01%0.0%
Q1 2015$721,000
+0.8%
4,674
-5.8%
0.01%0.0%
Q4 2014$715,000
-4.9%
4,963
-11.3%
0.01%
-22.2%
Q3 2014$752,000
+36.7%
5,596
+30.4%
0.01%
+28.6%
Q2 2014$550,000
+2.2%
4,292
-1.8%
0.01%
-12.5%
Q1 2014$538,000
+29.0%
4,369
+22.2%
0.01%
+14.3%
Q4 2013$417,000
+38.5%
3,576
+26.9%
0.01%
+16.7%
Q3 2013$301,000
+25.4%
2,819
+17.5%
0.01%0.0%
Q2 2013$240,0002,3990.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders