Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 157 filers reported holding ISHARES TR in Q1 2018. 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
Q3 2023$346,218
-31.8%
7,998
-26.1%
0.00%
-100.0%
Q2 2023$507,935
+35.1%
10,819
+37.3%
0.00%0.0%
Q1 2023$375,906
+7.8%
7,881
+3.6%
0.00%0.0%
Q4 2022$348,596
-19.1%
7,605
-26.1%
0.00%0.0%
Q3 2022$431,000
+4.1%
10,294
+16.4%
0.00%0.0%
Q2 2022$414,000
-7.6%
8,846
+0.5%
0.00%0.0%
Q1 2022$448,000
+85.1%
8,806
+66.7%
0.00%
Q3 2021$242,000
+0.8%
5,2820.0%0.00%
Q2 2021$240,000
+0.8%
5,2820.0%0.00%
Q1 2021$238,000
+13.3%
5,282
+10.0%
0.00%
Q4 2020$210,000
-19.5%
4,801
-11.9%
0.00%
-100.0%
Q4 2019$261,000
-18.7%
5,451
-21.2%
0.00%0.0%
Q3 2019$321,000
+21.1%
6,914
+20.6%
0.00%0.0%
Q2 2019$265,000
+1.5%
5,732
-1.7%
0.00%0.0%
Q1 2019$261,000
+13.5%
5,8320.0%0.00%0.0%
Q4 2018$230,000
-18.4%
5,832
-12.8%
0.00%0.0%
Q3 2018$282,000
-8.7%
6,686
-7.0%
0.00%0.0%
Q2 2018$309,000
-3.1%
7,190
-3.4%
0.00%0.0%
Q1 2018$319,000
-1.8%
7,443
+3.5%
0.00%0.0%
Q4 2017$325,0000.0%7,1900.0%0.00%
-50.0%
Q3 2017$325,000
-21.3%
7,190
-23.5%
0.00%0.0%
Q2 2017$413,000
+33.7%
9,398
+28.8%
0.00%0.0%
Q1 2017$309,000
+12.4%
7,298
+3.7%
0.00%0.0%
Q4 2016$275,000
-7.1%
7,036
-1.1%
0.00%0.0%
Q3 2016$296,000
+2.4%
7,111
-0.4%
0.00%0.0%
Q2 2016$289,000
-2.4%
7,137
-5.8%
0.00%0.0%
Q1 2016$296,000
+4.2%
7,580
-4.0%
0.00%0.0%
Q4 2015$284,000
-15.0%
7,899
-10.7%
0.00%
-33.3%
Q3 2015$334,000
-20.7%
8,842
-12.0%
0.00%
-25.0%
Q1 2015$421,000
-20.1%
10,052
-19.7%
0.00%
-20.0%
Q4 2014$527,000
+12.4%
12,511
+13.2%
0.01%0.0%
Q3 2014$469,000
+2.6%
11,053
+7.2%
0.01%
-16.7%
Q2 2014$457,000
+32.1%
10,312
+24.1%
0.01%
+20.0%
Q1 2014$346,000
+23.1%
8,310
+15.1%
0.01%0.0%
Q4 2013$281,000
+5520.0%
7,219
+5496.1%
0.01%
Q3 2013$5,0001290.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,622,507$55,892,6228.22%
Heartland Bank & Trust Co 146,212$6,329,5185.00%
Forefront Analytics, LLC 145,421$6,295,1383.57%
Independent Order of Foresters 82,790$3,583,9792.56%
Waldron Private Wealth LLC 710,307$30,7491.60%
FSM Wealth Advisors, LLC 72,426$3,135,3371.58%
Stelac Advisory Services LLC 51,927$2,254,7191.23%
FORTE ASSET MANAGEMENT LLC 40,643$1,759,4221.18%
Money Design Co.,Ltd. 444,719$19,2521.17%
Beta Wealth Group, Inc. 42,808$1,853,1451.10%
View complete list of ISHARES TR shareholders