Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 332 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,531,241
-7.8%
138,933
-3.5%
0.01%0.0%
Q2 2023$7,082,808
+0.3%
143,901
-0.6%
0.01%
-10.0%
Q1 2023$7,062,633
+4.4%
144,815
-2.6%
0.01%0.0%
Q4 2022$6,768,039
+12.1%
148,748
-1.5%
0.01%0.0%
Q3 2022$6,039,000
-11.2%
150,938
-0.2%
0.01%
-9.1%
Q2 2022$6,804,000
-12.4%
151,201
+1.8%
0.01%
-8.3%
Q1 2022$7,766,000
-6.4%
148,582
-0.5%
0.01%
-7.7%
Q4 2021$8,300,000
-1.4%
149,276
-1.8%
0.01%
-13.3%
Q3 2021$8,421,000
-4.0%
151,972
-0.4%
0.02%
-6.2%
Q2 2021$8,772,000
-2.4%
152,527
-6.4%
0.02%
-11.1%
Q1 2021$8,988,000
+2.8%
162,878
-1.2%
0.02%
-5.3%
Q4 2020$8,742,000
+12.5%
164,821
-2.4%
0.02%
-5.0%
Q3 2020$7,769,000
-1.4%
168,931
-7.3%
0.02%
-13.0%
Q2 2020$7,879,000
+11.7%
182,219
-2.7%
0.02%
-8.0%
Q1 2020$7,051,000
-27.8%
187,287
-5.8%
0.02%
-13.8%
Q4 2019$9,767,000
+4.4%
198,844
-2.1%
0.03%
-3.3%
Q3 2019$9,358,000
-3.7%
203,205
-2.2%
0.03%
-9.1%
Q2 2019$9,720,000
-2.7%
207,864
-3.8%
0.03%
-8.3%
Q1 2019$9,994,000
+8.5%
216,003
-1.6%
0.04%
-5.3%
Q4 2018$9,207,000
-14.5%
219,417
-2.8%
0.04%
-5.0%
Q3 2018$10,765,000
+0.4%
225,727
-0.5%
0.04%
-4.8%
Q2 2018$10,723,000
-5.9%
226,939
-1.0%
0.04%
-8.7%
Q1 2018$11,392,000
-2.4%
229,259
-1.9%
0.05%
-8.0%
Q4 2017$11,672,000
+2.9%
233,669
-0.4%
0.05%
-5.7%
Q3 2017$11,338,000
+3.6%
234,497
-2.4%
0.05%
-3.6%
Q2 2017$10,949,000
+4.3%
240,156
-0.2%
0.06%
-3.5%
Q1 2017$10,493,000
+4.1%
240,550
-3.9%
0.06%
-6.6%
Q4 2016$10,075,000
-7.0%
250,189
-4.2%
0.06%
-11.6%
Q3 2016$10,830,000
+3.1%
261,101
-3.2%
0.07%
-9.2%
Q2 2016$10,508,000
-8.9%
269,703
-7.7%
0.08%
-15.6%
Q1 2016$11,533,000
-77.4%
292,127
-77.3%
0.09%
-78.5%
Q4 2015$50,985,000
-12.9%
1,287,184
-14.2%
0.42%
-19.0%
Q3 2015$58,554,000
+3.1%
1,499,454
+16.6%
0.52%
+0.4%
Q2 2015$56,806,000
+9.2%
1,285,788
+10.5%
0.52%
+5.3%
Q1 2015$52,014,000
+6.9%
1,163,613
+2.9%
0.49%
-3.4%
Q4 2014$48,646,000
+114.8%
1,130,786
+127.1%
0.51%
+92.4%
Q3 2014$22,644,000
+2.0%
497,888
+7.7%
0.26%
-8.7%
Q2 2014$22,210,000
+3.9%
462,506
+0.7%
0.29%
-10.6%
Q1 2014$21,381,000
+2.1%
459,109
+2.3%
0.32%
-9.8%
Q4 2013$20,939,000
+6.4%
448,664
+2.2%
0.36%
-8.5%
Q3 2013$19,673,000
+10.5%
438,942
+0.3%
0.39%
-5.8%
Q2 2013$17,809,000437,4560.41%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
TLWM 469,220$24,887,0009.95%
GERMAN AMERICAN BANCORP, INC. 864,647$45,861,0009.04%
Johnson Financial Group, Inc. 1,433,247$76,019,0006.50%
Epstein & White Financial LLC 387,462$20,542,0006.30%
CUMBERLAND ADVISORS INC 254,995$13,525,0004.95%
VERITY Wealth Advisors 90,776$4,815,0004.38%
New England Investment & Retirement Group, Inc. 345,470$18,324,0004.27%
Royal Harbor Partners, LLC 79,545$4,219,0003.53%
SIMON QUICK ADVISORS, LLC 220,121$11,675,0003.52%
Legacy Private Trust Co. 642,716$34,089,0003.22%
View complete list of ISHARES TR shareholders