Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ISHG and the CUSIP is 464288125. A total of 27 filers reported holding ISHARES TR in Q3 2022. 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
Q2 2022$234,000
+200.0%
3,355
+254.3%
0.00%
Q2 2017$78,000
+5.4%
9470.0%0.00%
Q1 2017$74,000
+2.8%
9470.0%0.00%
Q4 2016$72,000
-8.9%
9470.0%0.00%
-100.0%
Q3 2016$79,000
+1.3%
9470.0%0.00%0.0%
Q2 2016$78,0000.0%9470.0%0.00%0.0%
Q1 2016$78,000
+5.4%
9470.0%0.00%0.0%
Q4 2015$74,000
-1.3%
9470.0%0.00%0.0%
Q3 2015$75,000
-22.7%
947
-23.7%
0.00%0.0%
Q1 2015$97,000
-17.1%
1,241
-10.2%
0.00%0.0%
Q4 2014$117,000
+2.6%
1,382
+8.2%
0.00%0.0%
Q3 2014$114,000
-37.4%
1,277
-32.4%
0.00%
-50.0%
Q2 2014$182,000
-21.6%
1,888
-22.1%
0.00%
-33.3%
Q1 2014$232,000
-6.5%
2,423
-8.0%
0.00%
-25.0%
Q4 2013$248,000
-1.2%
2,634
-0.1%
0.00%
-20.0%
Q3 2013$251,000
-58.0%
2,636
-59.5%
0.01%
-64.3%
Q2 2013$597,0006,5120.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 80,505$6,291,0000.55%
Family Firm, Inc. 15,020$1,174,0000.30%
Beaird Harris Wealth Management, LLC 7,585$593,0000.22%
WISCONSIN CAPITAL MANAGEMENT LLC 5,739$449,0000.18%
Courage Miller Partners, LLC 5,808$454,0000.17%
Karp Capital Management Corp 17,313$1,353,0000.17%
Evanson Asset Management, LLC 6,293$492,0000.04%
Bank Julius Baer & Co. Ltd, Zurich 97,159$7,596,0000.04%
FLOW TRADERS U.S. LLC 12,034$940,0000.02%
AE Wealth Management LLC 27,193$2,125,0000.02%
View complete list of ISHARES TR shareholders