Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IGOV and the CUSIP is 464288117. A total of 123 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$19,307,970
+11.0%
519,450
+18.3%
0.03%
+13.0%
Q2 2023$17,387,038
+10.9%
439,178
+12.7%
0.02%0.0%
Q1 2023$15,674,281
+27.7%
389,811
+24.3%
0.02%
+27.8%
Q4 2022$12,278,086
+38.5%
313,617
+29.5%
0.02%
+20.0%
Q3 2022$8,863,000
+4.9%
242,087
+17.2%
0.02%
+7.1%
Q2 2022$8,446,000
-34.3%
206,557
-25.4%
0.01%
-30.0%
Q1 2022$12,860,000
+5.5%
276,850
+14.2%
0.02%0.0%
Q4 2021$12,192,000
+48.7%
242,431
+51.9%
0.02%
+33.3%
Q3 2021$8,198,000
+17.8%
159,645
+19.8%
0.02%
+25.0%
Q2 2021$6,962,000
+99.7%
133,245
+98.5%
0.01%
+71.4%
Q1 2021$3,486,000
+1305.6%
67,123
+1402.6%
0.01%
+600.0%
Q4 2020$248,000
+1277.8%
4,467
+2327.7%
0.00%
Q2 2017$18,000
+20.0%
184
+11.5%
0.00%
Q1 2017$15,000
+15.4%
165
+10.7%
0.00%
Q4 2016$13,000
-50.0%
149
-42.0%
0.00%
Q3 2016$26,000
-43.5%
257
-44.8%
0.00%
Q2 2016$46,000
-66.7%
466
-67.3%
0.00%
-100.0%
Q1 2016$138,000
+200.0%
1,424
+176.0%
0.00%
Q4 2015$46,000
+76.9%
516
+83.6%
0.00%
Q3 2015$26,000
-3.7%
281
-3.4%
0.00%
Q1 2015$27,000
-80.6%
291
-79.7%
0.00%
-100.0%
Q4 2014$139,000
+90.4%
1,437
+96.0%
0.00%0.0%
Q3 2014$73,000
+43.1%
733
+50.2%
0.00%0.0%
Q2 2014$51,000
-1.9%
488
-3.0%
0.00%0.0%
Q1 2014$52,000
-3.7%
503
-6.2%
0.00%0.0%
Q4 2013$54,000
-53.8%
536
-53.9%
0.00%
-50.0%
Q3 2013$117,000
-13.3%
1,163
-17.1%
0.00%
-33.3%
Q2 2013$135,0001,4030.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Wilshire Advisors LLC 96,093$5,339,0005.07%
Checchi Capital Advisers, LLC 868,561$48,318,0004.98%
Inscription Capital, LLC 120,796$6,720,0002.59%
LEUTHOLD GROUP, LLC 323,347$17,965,0002.37%
Money Design Co.,Ltd. 285,554$15,925,0001.82%
Family Firm, Inc. 104,733$5,749,0001.71%
Omega Financial Group, LLC 49,362$2,746,0001.48%
Financial Engines Advisors L.L.C. 5,866,908$326,376,0001.11%
ADE, LLC 22,223$1,236,0001.00%
Broadview Financial Management, LLC 18,620$1,036,0000.79%
View complete list of ISHARES TR shareholders