Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is KXI and the CUSIP is 464288737. A total of 146 filers reported holding ISHARES TR in Q4 2021. 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$3,995,541
-6.3%
70,024
+0.5%
0.01%
-16.7%
Q2 2023$4,264,178
-3.3%
69,688
-2.1%
0.01%0.0%
Q1 2023$4,408,435
+3.5%
71,161
-0.4%
0.01%0.0%
Q4 2022$4,260,752
+7.9%
71,441
-3.0%
0.01%
-14.3%
Q3 2022$3,949,000
-7.4%
73,677
-0.1%
0.01%0.0%
Q2 2022$4,265,000
-8.7%
73,758
-1.9%
0.01%0.0%
Q1 2022$4,671,000
-4.0%
75,201
+0.0%
0.01%
-12.5%
Q4 2021$4,868,000
+6.7%
75,200
-1.2%
0.01%0.0%
Q3 2021$4,563,000
-4.8%
76,089
-2.9%
0.01%
-11.1%
Q2 2021$4,793,000
+4.5%
78,393
-0.7%
0.01%0.0%
Q1 2021$4,586,000
-13.9%
78,935
-13.6%
0.01%
-25.0%
Q4 2020$5,327,000
-7.6%
91,407
-12.1%
0.01%
-20.0%
Q3 2020$5,764,000
+682.1%
104,037
+630.2%
0.02%
+650.0%
Q2 2020$737,000
+208.4%
14,248
+227.1%
0.00%
+100.0%
Q3 2019$239,000
+11.7%
4,356
+2.1%
0.00%0.0%
Q3 2018$214,000
+10.9%
4,268
+125.9%
0.00%0.0%
Q2 2017$193,000
+11.6%
1,889
+8.3%
0.00%0.0%
Q1 2017$173,000
+7.5%
1,7440.0%0.00%0.0%
Q4 2016$161,000
-6.9%
1,7440.0%0.00%0.0%
Q3 2016$173,000
-1.1%
1,7440.0%0.00%0.0%
Q2 2016$175,000
+2.9%
1,7440.0%0.00%0.0%
Q1 2016$170,000
+4.9%
1,7440.0%0.00%0.0%
Q4 2015$162,000
+4.5%
1,7440.0%0.00%0.0%
Q3 2015$155,000
-3.1%
1,7440.0%0.00%
-50.0%
Q1 2015$160,000
+1.9%
1,744
-0.3%
0.00%0.0%
Q4 2014$157,000
+1.9%
1,7500.0%0.00%0.0%
Q3 2014$154,000
-1.9%
1,7500.0%0.00%0.0%
Q2 2014$157,000
+4.0%
1,750
+0.3%
0.00%0.0%
Q1 2014$151,000
+0.7%
1,7440.0%0.00%
-33.3%
Q4 2013$150,000
+14900.0%
1,744
+9588.9%
0.00%
Q3 2013$1,000
-80.0%
18
-73.1%
0.00%
Q2 2013$5,000670.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Fortis Advisors, LLC 34,819$2,029,0001.79%
Richard Bernstein Advisors LLC 574,789$33,499,0000.82%
WealthBridge Capital Management, LLC 16,859$983,0000.43%
Interchange Capital Partners, LLC 13,118$764,0000.41%
Slow Capital, Inc. 27,602$1,609,0000.38%
PATRON PARTNERS, LLC 4,061$237,0000.23%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 22,591$1,316,6030.22%
Madden Advisory Services, Inc. 3,850$224,0000.19%
Cedar Brook Financial Partners, LLC 8,025$468,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 18,178$1,059,0000.16%
View complete list of ISHARES TR shareholders