Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 87 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
Q2 2024$678,410
+15.3%
7,988
+21.4%
0.00%0.0%
Q1 2024$588,447
-5.4%
6,580
-7.7%
0.00%0.0%
Q4 2023$622,202
+11.4%
7,131
+0.2%
0.00%0.0%
Q3 2023$558,600
-4.1%
7,1160.0%0.00%0.0%
Q2 2023$582,449
-1.9%
7,116
+0.3%
0.00%0.0%
Q1 2023$593,901
+5.7%
7,098
-0.6%
0.00%0.0%
Q4 2022$561,931
+17.3%
7,144
+1.2%
0.00%0.0%
Q3 2022$479,000
-7.5%
7,058
+0.7%
0.00%0.0%
Q2 2022$518,000
-28.7%
7,012
-9.3%
0.00%0.0%
Q1 2022$727,000
+4.5%
7,733
+0.5%
0.00%0.0%
Q4 2021$696,000
-1.3%
7,693
-7.0%
0.00%0.0%
Q3 2021$705,000
+1.1%
8,273
+7.9%
0.00%0.0%
Q2 2021$697,000
+611.2%
7,669
+362.3%
0.00%0.0%
Q1 2017$98,000
-62.0%
1,659
-64.8%
0.00%
-50.0%
Q4 2016$258,000
+200.0%
4,712
+194.1%
0.00%
+100.0%
Q3 2016$86,000
+17.8%
1,602
-3.1%
0.00%0.0%
Q3 2015$73,000
-91.0%
1,653
-88.4%
0.00%
-87.5%
Q1 2015$807,000
+3742.9%
14,200
+3957.1%
0.01%
Q3 2014$21,000350
+4900.0%
0.00%
Q2 2014$07
+40.0%
0.00%
Q1 2014$050.0%0.00%
Q4 2013$050.0%0.00%
Q3 2013$050.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 51,921$4,344,4604.66%
Pathway Financial Advisors LLC 123,590$10,341,2863.50%
BEAM WEALTH ADVISORS, INC. 16,834$1,408,5651.41%
Wealth Advisors of Tampa Bay, LLC 23,292$1,948,9391.12%
Cambria Investment Management, L.P. 158,082$13,227,3531.09%
First Bancorp, Inc /ME/ 4,614$386,0720.33%
Ameritas Advisory Services, LLC 76,343$6,408,9640.32%
DOHJ, LLC 5,619$470,1640.24%
VIAWEALTH, LLC 2,604$217,8400.17%
Proficio Capital Partners LLC 10,460$875,2300.14%
View complete list of ISHARES TR shareholders