Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 142 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 44.87 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$953,586
+12.2%
19,979
+18.8%
0.00%0.0%
Q2 2023$850,121
+22.9%
16,821
+21.7%
0.00%0.0%
Q1 2023$691,498
+18.5%
13,824
+7.3%
0.00%0.0%
Q4 2022$583,400
+48.4%
12,881
+23.8%
0.00%0.0%
Q3 2022$393,0000.0%10,401
+13.0%
0.00%0.0%
Q2 2022$393,000
+50.0%
9,203
+76.2%
0.00%
Q1 2022$262,000
+15.9%
5,222
+10.7%
0.00%
Q4 2020$226,000
-20.1%
4,717
-34.8%
0.00%
-100.0%
Q4 2018$283,000
-16.5%
7,230
-3.8%
0.00%0.0%
Q3 2018$339,000
+5.0%
7,519
+4.2%
0.00%0.0%
Q2 2018$323,000
-12.0%
7,218
-8.2%
0.00%0.0%
Q1 2018$367,000
-0.5%
7,861
+0.8%
0.00%
-50.0%
Q4 2017$369,000
+10.5%
7,798
+9.5%
0.00%0.0%
Q3 2017$334,000
-0.9%
7,124
-6.4%
0.00%0.0%
Q2 2017$337,000
-8.4%
7,610
-13.5%
0.00%0.0%
Q1 2017$368,000
+22.7%
8,798
+13.9%
0.00%0.0%
Q4 2016$300,000
+14.5%
7,725
+16.1%
0.00%0.0%
Q3 2016$262,000
+6.5%
6,651
+2.2%
0.00%0.0%
Q2 2016$246,000
-26.1%
6,507
-23.5%
0.00%
-33.3%
Q1 2016$333,000
-8.8%
8,507
-6.6%
0.00%0.0%
Q4 2015$365,000
+201.7%
9,111
+199.1%
0.00%
+200.0%
Q3 2015$121,000
-31.6%
3,046
-23.9%
0.00%
-50.0%
Q1 2015$177,000
+33.1%
4,004
+28.0%
0.00%
+100.0%
Q4 2014$133,000
-8.3%
3,128
-2.8%
0.00%
-50.0%
Q3 2014$145,000
+18.9%
3,218
+27.9%
0.00%0.0%
Q2 2014$122,000
+248.6%
2,516
+243.7%
0.00%
+100.0%
Q1 2014$35,000
+66.7%
732
+65.6%
0.00%
Q4 2013$21,0004420.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders