Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is JKL and the CUSIP is 464288703. A total of 93 filers reported holding ISHARES TR in Q2 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$212,192
-4.1%
4,0980.0%0.00%
Q2 2023$221,373
+4.0%
4,098
+0.4%
0.00%
Q1 2023$212,842
-3.8%
4,080
-4.0%
0.00%
Q4 2022$221,307
+9.6%
4,2510.0%0.00%
Q3 2022$202,000
-5.6%
4,2510.0%0.00%
Q2 2022$214,000
-14.4%
4,2510.0%0.00%
Q1 2022$250,000
-1.2%
4,2510.0%0.00%
Q4 2021$253,000
+4.5%
4,2510.0%0.00%
Q3 2021$242,000
-3.2%
4,251
-0.1%
0.00%
Q2 2021$250,000
+4.6%
4,254
+200.2%
0.00%
Q1 2021$239,000
+4.8%
1,417
-12.4%
0.00%
-100.0%
Q4 2020$228,000
-17.7%
1,617
-16.1%
0.00%0.0%
Q4 2019$277,000
+7.4%
1,9270.0%0.00%0.0%
Q3 2019$258,000
-2.3%
1,9270.0%0.00%0.0%
Q2 2019$264,000
+20.5%
1,927
+35.1%
0.00%0.0%
Q3 2018$219,000
+0.9%
1,4260.0%0.00%0.0%
Q2 2018$217,000
+19.9%
1,426
+10.9%
0.00%0.0%
Q2 2017$181,000
-1.1%
1,286
+1.6%
0.00%0.0%
Q1 2017$183,000
+7.6%
1,266
+6.3%
0.00%0.0%
Q4 2016$170,000
+9.7%
1,1910.0%0.00%0.0%
Q3 2016$155,000
-9.9%
1,191
-16.1%
0.00%0.0%
Q2 2016$172,000
+8.2%
1,419
+6.5%
0.00%0.0%
Q1 2016$159,000
+3.9%
1,3330.0%0.00%0.0%
Q4 2015$153,000
+7.7%
1,333
+5.3%
0.00%0.0%
Q3 2015$142,000
-14.5%
1,2660.0%0.00%
-50.0%
Q1 2015$166,000
-30.0%
1,266
-31.2%
0.00%0.0%
Q4 2014$237,000
+26.7%
1,841
+17.6%
0.00%0.0%
Q3 2014$187,000
-7.4%
1,566
-1.1%
0.00%
-33.3%
Q2 2014$202,000
-14.4%
1,583
-17.0%
0.00%
-25.0%
Q1 2014$236,000
+18.0%
1,908
+14.9%
0.00%
+33.3%
Q4 2013$200,000
+3.6%
1,661
-5.7%
0.00%
-25.0%
Q3 2013$193,000
+6.6%
1,7610.0%0.00%0.0%
Q2 2013$181,0001,7610.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 210,305$10,970,9848.14%
Matrix Trust Co 185,643$9,6842.61%
Viewpoint Capital Management LLC 46,323$2,416,5372.17%
EisnerAmper Wealth Management Corporate Benefits, LLC 55,510$2,8961.40%
Hyperion Capital Advisors LP 27,400$1,429,3790.69%
Jackson Creek Investment Advisors LLC 21,050$8660.36%
SevenOneSeven Capital Management 2,800$138,7580.31%
Courage Miller Partners, LLC 11,785$614,7890.26%
Towerpoint Wealth, LLC 8,534$445,1940.26%
Rodgers & Associates, LTD 30,422$1,587,0280.25%
View complete list of ISHARES TR shareholders