Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 64 filers reported holding ISHARES TR in Q3 2022. 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$9,138,184
-4.1%
481,718
+0.3%
0.01%
-7.7%
Q2 2023$9,533,332
-4.1%
480,148
+0.1%
0.01%
-7.1%
Q1 2023$9,942,611
-2.3%
479,624
-0.7%
0.01%
-6.7%
Q4 2022$10,174,829
+12.0%
483,135
+1.3%
0.02%
-6.2%
Q3 2022$9,085,000
-3.6%
477,169
+13.6%
0.02%0.0%
Q2 2022$9,422,000
-14.0%
419,888
+4.2%
0.02%
-5.9%
Q1 2022$10,956,000
-6.0%
402,953
-1.4%
0.02%
-10.5%
Q4 2021$11,651,000
+6.9%
408,805
+5.0%
0.02%0.0%
Q3 2021$10,901,000
-3.4%
389,325
+1.1%
0.02%
-5.0%
Q2 2021$11,286,000
-45.0%
385,202
-48.2%
0.02%
-51.2%
Q1 2021$20,502,000
+1.6%
743,349
+0.1%
0.04%
-6.8%
Q4 2020$20,176,000
+128.9%
742,592
+101.6%
0.04%
+91.3%
Q3 2020$8,816,000
-40.7%
368,270
-42.6%
0.02%
-46.5%
Q2 2020$14,877,000
+151.2%
642,104
+134.4%
0.04%
+104.8%
Q1 2020$5,922,000
-29.1%
273,921
-0.9%
0.02%
-16.0%
Q4 2019$8,347,000
+5.7%
276,389
+3.9%
0.02%
-3.8%
Q3 2019$7,895,000
+6.3%
266,089
+6.8%
0.03%
+4.0%
Q2 2019$7,426,000
-0.8%
249,123
+1.2%
0.02%
-7.4%
Q1 2019$7,487,000
+13.3%
246,278
+0.7%
0.03%0.0%
Q4 2018$6,609,000
-3.9%
244,499
+1.8%
0.03%
+3.8%
Q3 2018$6,879,000
-1.8%
240,1160.0%0.03%
-7.1%
Q2 2018$7,007,000
-0.5%
240,116
+1.4%
0.03%
-3.4%
Q1 2018$7,041,000
-0.2%
236,836
+0.7%
0.03%
-3.3%
Q4 2017$7,057,000
+5.6%
235,229
+2.7%
0.03%
-3.2%
Q3 2017$6,684,000
+2.3%
229,155
-0.1%
0.03%
-6.1%
Q2 2017$6,535,000
+4.7%
229,456
+0.9%
0.03%
-2.9%
Q1 2017$6,243,000
+5.4%
227,360
+0.9%
0.03%
-5.6%
Q4 2016$5,923,000
-8.5%
225,372
+5.0%
0.04%
-12.2%
Q3 2016$6,476,000
+4.2%
214,679
+0.7%
0.04%
-8.9%
Q2 2016$6,216,000
-0.0%
213,151
+0.2%
0.04%
-6.2%
Q1 2016$6,218,000
+4.7%
212,794
-0.1%
0.05%
-2.0%
Q4 2015$5,938,000
-0.4%
212,926
+0.1%
0.05%
-7.5%
Q3 2015$5,960,000
+17960.6%
212,794
+20204.8%
0.05%
Q1 2015$33,000
+6.5%
1,0480.0%0.00%
Q4 2014$31,000
-20.5%
1,048
-18.3%
0.00%
Q3 2014$39,000
-4.9%
1,2820.0%0.00%
-100.0%
Q2 2014$41,000
+5.1%
1,2820.0%0.00%0.0%
Q1 2014$39,000
-2.5%
1,2820.0%0.00%0.0%
Q4 2013$40,000
+300.0%
1,282
+316.2%
0.00%
Q3 2013$10,0003080.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 248,601$5,578,606,0001.58%
MARYLAND CAPITAL ADVISORS INC. 50,936$1,143,0001.21%
CASTLE WEALTH MANAGEMENT LLC 83,835$1,881,0001.09%
Old Port Advisors 125,108$2,756,0001.07%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 580,769$13,032,0000.97%
Upper Left Wealth Management, LLC 27,896$626,0000.72%
Family Firm, Inc. 85,515$1,919,0000.56%
AGILIS PARTNERS LLC 40,333$905,0000.56%
COURIER CAPITAL LLC 121,973$2,737,0000.32%
TBH Global Asset Management, LLC 22,658$508,0000.12%
View complete list of ISHARES TR shareholders