Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 171 filers reported holding ISHARES TR in Q1 2021. 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
Q3 2023$4,257,249
-3.4%
40,747
+0.2%
0.01%0.0%
Q2 2023$4,406,124
+5.9%
40,673
-2.2%
0.01%0.0%
Q1 2023$4,162,536
+12.1%
41,596
+4.7%
0.01%0.0%
Q4 2022$3,712,370
+11.6%
39,726
+4.7%
0.01%0.0%
Q3 2022$3,326,000
-4.0%
37,926
+1.1%
0.01%0.0%
Q2 2022$3,464,000
-17.0%
37,510
+0.1%
0.01%0.0%
Q1 2022$4,172,000
-5.2%
37,470
+0.3%
0.01%
-14.3%
Q4 2021$4,401,000
+2.4%
37,347
-6.3%
0.01%
-12.5%
Q3 2021$4,299,000
+6.6%
39,851
+6.7%
0.01%
+14.3%
Q2 2021$4,032,000
+9.2%
37,343
+1.0%
0.01%0.0%
Q1 2021$3,692,000
+6.4%
36,968
+0.5%
0.01%
-12.5%
Q4 2020$3,469,000
+13.1%
36,783
+99.9%
0.01%0.0%
Q3 2020$3,067,000
+7.3%
18,399
-1.5%
0.01%0.0%
Q2 2020$2,859,000
+19.4%
18,676
-1.6%
0.01%0.0%
Q1 2020$2,395,000
-21.5%
18,982
-0.6%
0.01%
-11.1%
Q4 2019$3,050,000
+5.8%
19,105
-2.2%
0.01%0.0%
Q3 2019$2,882,000
+0.6%
19,531
-0.3%
0.01%
-10.0%
Q2 2019$2,864,000
+1.1%
19,598
-2.3%
0.01%0.0%
Q1 2019$2,832,000
+19.4%
20,051
+5.3%
0.01%0.0%
Q4 2018$2,371,000
-15.2%
19,049
-0.8%
0.01%0.0%
Q3 2018$2,795,000
+7.4%
19,206
+0.7%
0.01%0.0%
Q2 2018$2,602,000
+3.2%
19,0810.0%0.01%0.0%
Q1 2018$2,521,000
-1.2%
19,081
-0.1%
0.01%
-9.1%
Q4 2017$2,551,000
+7.4%
19,094
+1.3%
0.01%0.0%
Q3 2017$2,375,000
+3.4%
18,847
-0.4%
0.01%
-8.3%
Q2 2017$2,296,000
+0.2%
18,926
-2.3%
0.01%
-7.7%
Q1 2017$2,292,000
+6.5%
19,378
+0.9%
0.01%0.0%
Q4 2016$2,152,000
-8.4%
19,210
-11.2%
0.01%
-13.3%
Q3 2016$2,349,000
+3.9%
21,641
+0.2%
0.02%
-6.2%
Q2 2016$2,260,000
+1.9%
21,596
-0.2%
0.02%
-5.9%
Q1 2016$2,217,000
+0.7%
21,630
+0.2%
0.02%
-5.6%
Q4 2015$2,202,000
+0.5%
21,594
-4.9%
0.02%
-5.3%
Q3 2015$2,191,000
+4.2%
22,711
+12.6%
0.02%0.0%
Q2 2015$2,102,000
-0.2%
20,163
+0.4%
0.02%
-5.0%
Q1 2015$2,106,000
+3.0%
20,089
+1.8%
0.02%
-4.8%
Q4 2014$2,044,000
+4.6%
19,735
+0.2%
0.02%
-8.7%
Q3 2014$1,954,000
+0.1%
19,7040.0%0.02%
-8.0%
Q2 2014$1,953,000
+2.3%
19,704
-2.2%
0.02%
-13.8%
Q1 2014$1,910,000
-5.0%
20,144
-6.5%
0.03%
-14.7%
Q4 2013$2,011,000
+16.4%
21,544
+6.3%
0.03%0.0%
Q3 2013$1,727,000
+5.6%
20,2690.0%0.03%
-10.5%
Q2 2013$1,635,00020,2690.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders