Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is NYF and the CUSIP is 464288323. A total of 109 filers reported holding ISHARES TR in Q4 2020. 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
Q3 2023$1,397,790
+0.6%
27,392
+5.0%
0.00%0.0%
Q2 2023$1,389,007
-16.9%
26,080
-16.6%
0.00%0.0%
Q1 2023$1,672,471
+5.7%
31,255
+3.5%
0.00%0.0%
Q4 2022$1,582,110
-33.0%
30,193
-35.4%
0.00%
-50.0%
Q3 2022$2,363,000
-10.3%
46,716
-6.8%
0.00%0.0%
Q2 2022$2,635,000
-10.8%
50,101
-7.4%
0.00%
-20.0%
Q1 2022$2,953,000
-4.7%
54,131
+1.3%
0.01%0.0%
Q4 2021$3,099,000
+14.6%
53,459
+14.4%
0.01%0.0%
Q3 2021$2,704,000
+9.8%
46,740
+10.9%
0.01%
+25.0%
Q2 2021$2,463,000
-75.8%
42,134
-76.1%
0.00%
-80.0%
Q1 2021$10,164,000
+1.6%
176,190
+2.6%
0.02%
-9.1%
Q4 2020$10,000,000
+4.5%
171,655
+3.1%
0.02%
-12.0%
Q3 2020$9,567,000
+0.7%
166,547
+0.8%
0.02%
-10.7%
Q2 2020$9,505,000
+0.7%
165,205
-1.1%
0.03%
-15.2%
Q1 2020$9,440,000
-0.9%
167,063
+0.0%
0.03%
+13.8%
Q4 2019$9,530,000
-0.3%
167,0550.0%0.03%
-6.5%
Q3 2019$9,559,000
+0.8%
167,0550.0%0.03%
-3.1%
Q2 2019$9,487,000
+11.1%
167,055
+9.3%
0.03%
+3.2%
Q1 2019$8,538,000
+29.5%
152,879
+27.0%
0.03%
+14.8%
Q4 2018$6,595,000
+6.0%
120,407
+5.3%
0.03%
+17.4%
Q3 2018$6,219,000
-0.8%
114,4000.0%0.02%
-8.0%
Q2 2018$6,269,000
+12.3%
114,400
+12.2%
0.02%
+8.7%
Q1 2018$5,582,000
+3.2%
101,918
+5.1%
0.02%0.0%
Q4 2017$5,410,000
+0.1%
96,996
+100.9%
0.02%
-8.0%
Q3 2017$5,406,000
+14.7%
48,278
+14.2%
0.02%
+4.2%
Q2 2017$4,715,000
+21331.8%
42,258
+21029.0%
0.02%
Q1 2017$22,0000.0%2000.0%0.00%
Q4 2016$22,000
-4.3%
2000.0%0.00%
Q3 2016$23,0002000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Midwest Professional Planners, LTD. 7,265$3,932,0002.77%
Bouchey Financial Group Ltd 101,549$5,834,0001.13%
CAPRIN ASSET MANAGEMENT LLC /ADV 21,487$1,234,0000.93%
ARROW FINANCIAL CORP 75,820$4,355,0000.92%
MIRSKY FINANCIAL MANAGEMENT CORP. 17,325$995,0000.56%
Bell Rock Capital LLC 7,481$430,0000.52%
AllSquare Wealth Management LLC 10,831$622,0000.45%
Israel Discount Bank of New York 7,225$415,0000.27%
W.G. Shaheen & Associates DBA Whitney & Co 20,579$1,182,0000.22%
Eagle Ridge Investment Management 27,343$1,571,0000.22%
View complete list of ISHARES TR shareholders