Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 109 filers reported holding ISHARES TR in Q4 2016. 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$1,729,250
+33.2%
35,974
+38.8%
0.00%0.0%
Q2 2023$1,298,495
+518.3%
25,923
+528.3%
0.00%
Q2 2022$210,000
-6.2%
4,126
+1.6%
0.00%
Q1 2022$224,000
-10.8%
4,063
-3.2%
0.00%
Q4 2021$251,000
-5.3%
4,198
-4.9%
0.00%
Q3 2021$265,000
+1.9%
4,415
+0.3%
0.00%
-100.0%
Q1 2021$260,000
+25.6%
4,402
+32.0%
0.00%
Q4 2020$207,000
+213.6%
3,336
+468.3%
0.00%
Q2 2017$66,000
+65.0%
587
+61.7%
0.00%
Q1 2017$40,000
+53.8%
363
+53.2%
0.00%
Q4 2016$26,000
-54.4%
237
-52.9%
0.00%
Q3 2016$57,000
+111.1%
503
+112.2%
0.00%
Q2 2016$27,000
+3.8%
2370.0%0.00%
Q1 2016$26,000
+2500.0%
237
+2862.5%
0.00%
Q3 2014$1,0000.0%80.0%0.00%
Q2 2014$1,000
-93.8%
8
-94.6%
0.00%
Q1 2014$16,000
-93.8%
148
-93.9%
0.00%
-100.0%
Q4 2013$260,000
+39.8%
2,433
+40.6%
0.00%0.0%
Q2 2013$186,0001,7300.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,288,667$64,54915.16%
Long Run Wealth Advisors, LLC 715,627$35,845,77411.44%
Kingdom Financial Group LLC. 117,234$5,872,2325.76%
Simplicity Wealth,LLC 136,545$6,839,5504.25%
Japan Science & Technology Agency 7,234,311$362,366,6384.18%
Ratio Wealth Group 314,422$15,749,3983.90%
Shelter Mutual Insurance Co 290,980$14,575,1883.54%
Erickson Financial Group, LLC 74,264$3,719,8843.38%
Quantitative Strategies, Inc. 98,786$4,948,1913.32%
Westover Capital Advisors, LLC 166,432$8,336,5792.90%
View complete list of ISHARES TR shareholders