Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 167 filers reported holding ISHARES TR in Q3 2022. 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
Q2 2024$1,459,011
+10.0%
26,644
+11.8%
0.00%
+100.0%
Q1 2024$1,326,901
+31.3%
23,835
+24.7%
0.00%
-50.0%
Q4 2023$1,010,319
+5.9%
19,113
-4.3%
0.00%
+100.0%
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 Q3 2022
NameSharesValueWeighting ↓
Manifold Partners, LLC 104,600$4,714,00012.63%
BigSur Wealth Management LLC 131,999$5,949,0003.72%
METLIFE INC 15,936$718,2363.71%
CKW FINANCIAL GROUP 349,414$15,741,0002.97%
EFG Asset Management (Americas) Corp. 151,305$6,927,0001.98%
Round Table Services, LLC 101,730$4,585,0001.57%
Lee Financial Co 123,465$5,565,0001.37%
Stelac Advisory Services LLC 91,882$4,141,0001.21%
Van Hulzen Asset Management, LLC 98,007$4,417,0001.18%
Palisades Hudson Asset Management, L.P. 47,819$2,155,0001.11%
View complete list of ISHARES TR shareholders