Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 206 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.65 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$288,798
-7.1%
4,548
-2.8%
0.00%
Q2 2023$310,806
-1.3%
4,678
+0.8%
0.00%
Q1 2023$314,985
+2.0%
4,641
-2.6%
0.00%
Q4 2022$308,724
+13.1%
4,765
+2.1%
0.00%
Q3 2022$273,000
-15.5%
4,6650.0%0.00%
-100.0%
Q2 2022$323,000
-8.2%
4,665
-0.4%
0.00%0.0%
Q1 2022$352,000
-9.0%
4,686
+0.1%
0.00%0.0%
Q4 2021$387,000
-2.8%
4,6810.0%0.00%0.0%
Q3 2021$398,000
+8.7%
4,681
+20.9%
0.00%0.0%
Q2 2021$366,000
-3.9%
3,871
-5.8%
0.00%0.0%
Q1 2021$381,000
+16.9%
4,111
+13.1%
0.00%0.0%
Q4 2020$326,000
+61.4%
3,636
+38.8%
0.00%0.0%
Q3 2020$202,000
-52.1%
2,620
-54.4%
0.00%0.0%
Q4 2019$422,000
+322.0%
5,741
+288.2%
0.00%0.0%
Q2 2017$100,000
+127.3%
1,479
+111.6%
0.00%
Q1 2017$44,000
+15.8%
6990.0%0.00%
Q4 2016$38,000
-68.6%
699
-65.1%
0.00%
-100.0%
Q3 2016$121,000
+218.4%
2,001
+186.3%
0.00%
Q2 2016$38,0000.0%6990.0%0.00%
Q1 2016$38,000
+2.7%
6990.0%0.00%
Q4 2015$37,0000.0%6990.0%0.00%
Q3 2015$37,000
-17.8%
6990.0%0.00%
Q1 2015$45,000
+4.7%
6990.0%0.00%
Q4 2014$43,000
-53.8%
699
-54.0%
0.00%
-100.0%
Q3 2014$93,000
+111.4%
1,519
+115.2%
0.00%0.0%
Q2 2014$44,000
+7.3%
706
+1.0%
0.00%0.0%
Q1 2014$41,000
-2.4%
6990.0%0.00%0.0%
Q4 2013$42,000
+2.4%
6990.0%0.00%0.0%
Q3 2013$41,000
+2.5%
699
-5.4%
0.00%0.0%
Q2 2013$40,0007390.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Core Wealth Advisors, Inc. 85,751$7,946,0007.01%
Analyst IMS Investment Management Services Ltd. 464,011$42,995,0005.76%
Accredited Investors Inc. 404,533$37,484,0005.02%
Granby Capital Management, LLC 75,000$6,950,0004.94%
H&H Retirement Design & Management INC 86,856$8,100,0004.87%
Strategic Point Investment Advisors, LLC 190,015$17,607,0004.66%
OLD MISSION CAPITAL LLC 837,442$77,597,0004.32%
Riggs Asset Managment Co. Inc. 136,281$12,628,0003.83%
WestEnd Advisors, LLC 958,882$88,850,006,0003.56%
LFA - Lugano Financial Advisors SA 52,159$4,833,0003.38%
View complete list of ISHARES TR shareholders