Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 79 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q1 2018
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders