Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 47 filers reported holding ISHARES TR in Q2 2014. 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 2017$10,0000.0%2690.0%0.00%
Q1 2017$10,000
-23.1%
269
-32.9%
0.00%
Q4 2016$13,000
-50.0%
401
-42.2%
0.00%
Q3 2016$26,000
+420.0%
694
+388.7%
0.00%
Q2 2016$5,0000.0%142
-0.7%
0.00%
Q1 2016$5,0000.0%143
+9.2%
0.00%
Q4 2015$5,000
-50.0%
131
-53.4%
0.00%
Q3 2015$10,000
-52.4%
281
-49.3%
0.00%
Q1 2015$21,000
-53.3%
554
-55.3%
0.00%
Q4 2014$45,000
+200.0%
1,240
+212.3%
0.00%
Q3 2014$15,000
-48.3%
397
-46.0%
0.00%
Q2 2014$29,000
+163.6%
735
+135.6%
0.00%
Q1 2014$11,000
+175.0%
312
+169.0%
0.00%
Q4 2013$4,000
-50.0%
116
-45.8%
0.00%
Q3 2013$8,000
+166.7%
214
+148.8%
0.00%
Q2 2013$3,000860.00%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
CPWM, LLC 278,866$9,718,0002.13%
BOK Financial Private Wealth, Inc. 129,343$4,508,0000.79%
1st Global Advisors, Inc. 127,505$4,444,0000.71%
ADELL HARRIMAN & CARPENTER INC 51,503$1,794,889,0000.53%
GREYSTONE INVESTMENT MANAGEMENT LLC 26,710$931,0000.39%
Brouwer & Janachowski, LLC 15,467$539,0000.25%
IBBOTSON ASSOCIATES INC 11,067$386,0000.23%
MISSION WEALTH MANAGEMENT, LP 21,630$754,0000.23%
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 288,845$10,066,0000.22%
Perigon Wealth Management, LLC 18,880$658,0000.20%
View complete list of ISHARES TR shareholders