Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is JKH and the CUSIP is 464288307. A total of 118 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,381,509
-5.0%
49,912
-0.9%
0.00%0.0%
Q1 2024$3,560,745
+1.9%
50,378
-7.1%
0.00%
-33.3%
Q4 2023$3,494,192
-7.6%
54,216
-18.1%
0.01%
+20.0%
Q3 2023$3,780,805
+22.6%
66,179
+30.8%
0.01%
+25.0%
Q2 2023$3,083,075
-3.7%
50,592
-9.1%
0.00%
-20.0%
Q1 2023$3,201,898
+4.7%
55,627
-2.0%
0.01%0.0%
Q4 2022$3,058,376
+8.8%
56,763
+1.7%
0.01%0.0%
Q3 2022$2,812,000
-3.1%
55,813
-0.1%
0.01%0.0%
Q2 2022$2,901,000
-19.3%
55,844
-0.2%
0.01%
-16.7%
Q1 2022$3,597,000
-16.3%
55,954
-4.6%
0.01%
-14.3%
Q4 2021$4,295,000
+5.8%
58,640
-0.5%
0.01%0.0%
Q3 2021$4,059,000
-0.7%
58,935
-0.7%
0.01%0.0%
Q2 2021$4,088,000
+5.5%
59,348
+479.3%
0.01%
-12.5%
Q1 2021$3,874,000
-0.2%
10,245
+0.9%
0.01%
-11.1%
Q4 2020$3,883,000
+25.7%
10,152
+5.3%
0.01%
+12.5%
Q3 2020$3,090,000
+149.6%
9,644
+128.5%
0.01%
+100.0%
Q2 2020$1,238,000
+35.4%
4,221
+0.7%
0.00%
+33.3%
Q1 2020$914,000
-17.1%
4,1920.0%0.00%0.0%
Q4 2019$1,102,000
+6.0%
4,192
-1.9%
0.00%0.0%
Q3 2019$1,040,000
-21.6%
4,273
-19.0%
0.00%
-25.0%
Q2 2019$1,326,000
+6.2%
5,273
-0.7%
0.00%
-20.0%
Q1 2019$1,249,000
+124800.0%
5,308
+176833.3%
0.01%
Q2 2017$1,00030.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
KAYS FINANCIAL ADVISORY CORP /ADV 94,001$14,716,0009.96%
Summit Asset Management, LLC 61,175$9,577,0006.92%
Courage Miller Partners, LLC 17,484$2,737,0002.26%
US FINANCIAL ADVISORS, LLC 7,876$1,233,0001.10%
M Holdings Securities, Inc. 7,540$1,180,0000.76%
Neumann Capital Management, LLC 6,056$948,0000.62%
MSI Financial Services Inc 22,252$3,484,0000.38%
GHP Investment Advisors, Inc. 6,167$966,0000.27%
Investors Capital Advisory Services 2,734$428,0000.08%
Sigma Planning Corp 3,761$589,0000.08%
View complete list of ISHARES TR shareholders