Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is CMF and the CUSIP is 464288356. A total of 183 filers reported holding ISHARES TR in Q1 2021. 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
Q3 2023$11,018,311
-0.0%
200,918
+3.8%
0.02%0.0%
Q2 2023$11,022,287
+7.2%
193,543
+8.1%
0.02%0.0%
Q1 2023$10,280,476
+21.4%
179,040
+18.7%
0.02%
+15.4%
Q4 2022$8,466,200
+51.9%
150,886
+46.8%
0.01%
+30.0%
Q3 2022$5,574,000
+17.2%
102,804
+22.0%
0.01%
+25.0%
Q2 2022$4,758,000
+191.7%
84,280
+200.8%
0.01%
+166.7%
Q1 2022$1,631,000
+379.7%
28,022
+414.2%
0.00%
+200.0%
Q4 2021$340,000
-67.4%
5,450
-67.6%
0.00%
-50.0%
Q3 2021$1,044,000
+79.4%
16,825
+81.1%
0.00%
+100.0%
Q2 2021$582,000
+10.2%
9,293
+9.4%
0.00%0.0%
Q1 2021$528,000
-46.1%
8,494
-45.5%
0.00%
-50.0%
Q4 2020$980,000
+257.7%
15,592
+244.3%
0.00%
+100.0%
Q1 2020$274,000
+36.3%
4,529
+33.2%
0.00%0.0%
Q4 2017$201,000
+294.1%
3,399
+690.5%
0.00%
Q2 2017$51,000
+5000.0%
430
+5275.0%
0.00%
Q3 2016$1,000
-97.2%
8
-97.6%
0.00%
-100.0%
Q2 2013$36,0003330.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
MISSION WEALTH MANAGEMENT, LP 927,006$56,214,0006.30%
Towerpoint Wealth, LLC 94,744$5,779,0004.05%
Miracle Mile Advisors, LLC 622,097$37,724,0002.82%
Slow Capital, Inc. 101,924$6,181,0002.55%
Pure Financial Advisors, LLC 218,459$13,247,0002.38%
Boltwood Capital Management 54,004$3,275,0002.09%
Parkside Advisors LLC 60,225$3,652,0002.02%
RHS Financial, LLC 19,987$1,212,0001.52%
BAILARD, INC. 350,827$21,274,0001.30%
VERITY Wealth Advisors 18,740$1,136,0001.12%
View complete list of ISHARES TR shareholders