Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 70 filers reported holding ISHARES TR in Q4 2019. 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
Q2 2024$637,596
-3.6%
14,019
-1.2%
0.00%0.0%
Q1 2024$661,120
+10.3%
14,196
+4.2%
0.00%0.0%
Q4 2023$599,537
+14.8%
13,626
+1.1%
0.00%0.0%
Q3 2023$522,285
-6.4%
13,4750.0%0.00%0.0%
Q2 2023$557,993
+6.2%
13,4750.0%0.00%0.0%
Q1 2023$525,280
+8.2%
13,4750.0%0.00%0.0%
Q4 2022$485,633
-3.8%
13,475
-7.6%
0.00%0.0%
Q3 2022$505,000
-2.7%
14,583
-0.7%
0.00%0.0%
Q2 2022$519,000
-16.6%
14,692
+4.3%
0.00%0.0%
Q1 2022$622,000
-7.4%
14,092
+4.1%
0.00%0.0%
Q4 2021$672,000
+0.7%
13,5410.0%0.00%0.0%
Q3 2021$667,000
-5.0%
13,5410.0%0.00%0.0%
Q2 2021$702,000
+3.4%
13,541
+499.4%
0.00%0.0%
Q1 2021$679,000
-13.7%
2,259
-12.8%
0.00%
-50.0%
Q4 2020$787,000
+66.7%
2,592
+30.5%
0.00%
+100.0%
Q3 2020$472,000
+7.5%
1,9860.0%0.00%0.0%
Q2 2020$439,000
+33.0%
1,9860.0%0.00%0.0%
Q1 2020$330,000
-7.8%
1,986
+17.4%
0.00%0.0%
Q4 2019$358,000
+8.8%
1,6910.0%0.00%0.0%
Q3 2019$329,000
-4.4%
1,6910.0%0.00%0.0%
Q2 2019$344,000
+65.4%
1,691
+62.4%
0.00%0.0%
Q1 2019$208,0001,0410.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Gallagher Fiduciary Advisors, LLC 313,209$14,244,7573.19%
NorthStar Asset Management LLC /NJ/ 73,423$3,339,2782.32%
Members Advisory Group LLC 68,029$3,094,7401.69%
Matrix Trust Co 144,315$6,5631.48%
Opes Wealth Management LLC 103,607$4,712,0460.98%
Black Diamond Financial, LLC 101,735$4,626,9090.89%
SHELTON WEALTH MANAGEMENT, LLC 28,763$1,308,1400.74%
City Center Advisors, LLC 13,362$622,2770.73%
VAUGHAN & Co SECURITIES, INC. 25,036$1,138,6150.72%
IAG Wealth Partners, LLC 69,581$3,164,5440.64%
View complete list of ISHARES TR shareholders