Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 87 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
Q3 2023$42,809,800
-5.4%
387,524
-5.4%
0.06%
-5.0%
Q2 2023$45,254,734
-1.5%
409,731
-1.4%
0.06%
-9.1%
Q1 2023$45,928,659
-2.2%
415,644
-2.8%
0.07%
-7.0%
Q4 2022$46,983,344
-1.0%
427,432
-1.0%
0.07%
-13.4%
Q3 2022$47,472,000
+72.4%
431,564
+72.5%
0.08%
+82.2%
Q2 2022$27,537,000
+6.7%
250,113
+6.9%
0.04%
+12.5%
Q1 2022$25,802,000
+680.9%
234,030
+682.1%
0.04%
+700.0%
Q4 2021$3,304,000
-8.6%
29,924
-8.5%
0.01%
-16.7%
Q3 2021$3,614,000
-16.2%
32,714
-16.2%
0.01%
-25.0%
Q2 2021$4,314,000
+97.0%
39,045
+97.0%
0.01%
+100.0%
Q1 2021$2,190,000
+3.5%
19,820
+3.5%
0.00%
-20.0%
Q4 2020$2,116,000
+18.2%
19,142
+18.4%
0.01%0.0%
Q3 2020$1,790,000
+17.8%
16,169
+17.8%
0.01%
+25.0%
Q2 2020$1,520,000
-8.3%
13,730
-8.0%
0.00%
-33.3%
Q1 2020$1,657,000
+1.3%
14,924
+0.8%
0.01%
+20.0%
Q4 2019$1,636,000
+211.6%
14,811
+212.0%
0.01%
+150.0%
Q1 2019$525,000
+146.5%
4,747
+145.8%
0.00%
+100.0%
Q3 2018$213,000
-58.2%
1,931
-58.2%
0.00%
-50.0%
Q2 2018$510,000
+6.0%
4,619
+6.0%
0.00%0.0%
Q1 2018$481,000
+2572.2%
4,358
+2573.6%
0.00%
Q2 2017$18,000
+125.0%
163
+129.6%
0.00%
Q1 2017$8,000
-11.1%
71
-14.5%
0.00%
Q4 2016$9,000
-92.6%
83
-92.4%
0.00%
-100.0%
Q3 2016$121,000
+365.4%
1,093
+361.2%
0.00%
Q2 2016$26,000
+188.9%
237
+200.0%
0.00%
Q4 2015$9,000
-85.5%
79
-86.0%
0.00%
-100.0%
Q1 2015$62,000
-69.9%
566
-69.7%
0.00%
-50.0%
Q4 2014$206,000
+610.3%
1,866
+614.9%
0.00%
Q3 2014$29,0000.0%2610.0%0.00%
Q2 2014$29,000
-72.4%
261
-72.6%
0.00%
-100.0%
Q1 2014$105,000
+128.3%
952
+128.3%
0.00%
+100.0%
Q4 2013$46,000
-58.6%
417
-58.5%
0.00%
-50.0%
Q3 2013$111,000
+136.2%
1,004
+135.7%
0.00%
+100.0%
Q2 2013$47,0004260.00%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders