Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 49 filers reported holding ISHARES TR in Q4 2016. 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 2018$208,000
-4.1%
2,665
-3.9%
0.00%0.0%
Q1 2018$217,000
+5.9%
2,772
-3.7%
0.00%0.0%
Q4 2017$205,000
+241.7%
2,878
+193.4%
0.00%
Q2 2017$60,000
+5.3%
9810.0%0.00%
Q1 2017$57,000
+11.8%
981
+2.9%
0.00%
Q4 2016$51,000
-29.2%
953
-33.2%
0.00%
Q3 2016$72,000
+10.8%
1,4270.0%0.00%
Q2 2016$65,000
-9.7%
1,427
-6.5%
0.00%
-100.0%
Q1 2016$72,000
-25.8%
1,527
-24.7%
0.00%0.0%
Q4 2015$97,0000.0%2,027
-6.9%
0.00%0.0%
Q3 2015$97,000
-25.4%
2,177
-8.4%
0.00%0.0%
Q1 2015$130,000
+52.9%
2,377
+48.3%
0.00%0.0%
Q4 2014$85,000
-11.5%
1,603
-17.8%
0.00%0.0%
Q3 2014$96,000
+14.3%
1,949
+23.0%
0.00%0.0%
Q2 2014$84,000
+47.4%
1,585
+43.7%
0.00%0.0%
Q1 2014$57,000
+533.3%
1,103
+526.7%
0.00%
Q4 2013$9,000
-59.1%
176
-60.9%
0.00%
Q3 2013$22,000
+214.3%
450
+200.0%
0.00%
Q2 2013$7,0001500.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 194,199$16,858,0004.66%
M Financial Asset Management, Inc. 8,365$726,0004.37%
Delos Wealth Advisors, LLC 18,740$1,627,0002.03%
Boston Standard Wealth Management, LLC 65,132$5,654,000,0001.71%
Independent Family Office, LLC 42,385$3,679,0001.44%
CAMG Solamere Management, LLC 8,710$756,0000.65%
MD Financial Management Inc. 249,493$15,941,0000.46%
Essex Financial Services, Inc. 22,158$1,924,0000.28%
M Holdings Securities, Inc. 29,602$2,570,0000.25%
Windsor Creek Advisors, LLC 11,000$955,0000.25%
View complete list of ISHARES TR shareholders