Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 326 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.15 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,378,560
-4.0%
22,446
+5.7%
0.00%0.0%
Q2 2023$2,478,651
+3.0%
21,245
+1.6%
0.00%0.0%
Q1 2023$2,406,811
+3.8%
20,914
+0.9%
0.00%0.0%
Q4 2022$2,318,120
+74.8%
20,723
+42.5%
0.00%
+50.0%
Q3 2022$1,326,000
+1.2%
14,540
+10.1%
0.00%0.0%
Q2 2022$1,310,000
+6.3%
13,211
+18.8%
0.00%0.0%
Q1 2022$1,232,000
+5.3%
11,122
-2.3%
0.00%0.0%
Q4 2021$1,170,000
-10.3%
11,388
-8.9%
0.00%0.0%
Q3 2021$1,304,000
-15.3%
12,505
-11.1%
0.00%
-33.3%
Q2 2021$1,540,000
-20.5%
14,062
-24.4%
0.00%
-25.0%
Q1 2021$1,937,000
+6.8%
18,608
-2.8%
0.00%0.0%
Q4 2020$1,814,000
+58.3%
19,148
+164.7%
0.00%
+33.3%
Q3 2020$1,146,000
-5.4%
7,233
-1.6%
0.00%
-25.0%
Q2 2020$1,211,000
-5.3%
7,349
-17.4%
0.00%
-20.0%
Q1 2020$1,279,000
-55.0%
8,892
-30.6%
0.01%
-44.4%
Q4 2019$2,845,000
+12.8%
12,810
+14.1%
0.01%
+12.5%
Q3 2019$2,522,000
+0.8%
11,223
-3.9%
0.01%0.0%
Q2 2019$2,502,000
+2.2%
11,678
-4.8%
0.01%
-11.1%
Q1 2019$2,449,000
+5.5%
12,268
-8.7%
0.01%
-10.0%
Q4 2018$2,322,000
-15.8%
13,430
+5.4%
0.01%0.0%
Q3 2018$2,757,000
+2.7%
12,737
-8.7%
0.01%
-9.1%
Q2 2018$2,685,000
-5.7%
13,950
-3.0%
0.01%
-8.3%
Q1 2018$2,846,000
+12.1%
14,376
+6.5%
0.01%
+9.1%
Q4 2017$2,539,000
+45.7%
13,495
+37.8%
0.01%
+37.5%
Q3 2017$1,743,000
+27.7%
9,790
+12.9%
0.01%
+14.3%
Q2 2017$1,365,000
+27.7%
8,673
+20.7%
0.01%
+16.7%
Q1 2017$1,069,000
+82.7%
7,186
+72.5%
0.01%
+50.0%
Q4 2016$585,000
+63.9%
4,165
+50.4%
0.00%
+100.0%
Q3 2016$357,000
+141.2%
2,770
+134.5%
0.00%
+100.0%
Q2 2016$148,000
+111.4%
1,181
+98.5%
0.00%0.0%
Q1 2016$70,0000.0%5950.0%0.00%0.0%
Q4 2015$70,000
+337.5%
595
+296.7%
0.00%
Q3 2015$16,000
-64.4%
150
-58.3%
0.00%
Q1 2015$45,000
+164.7%
360
+146.6%
0.00%
Q4 2014$17,000
+1600.0%
146
+2333.3%
0.00%
Q3 2014$1,000
-97.4%
6
-98.3%
0.00%
-100.0%
Q2 2014$39,000363
+12000.0%
0.00%
Q2 2013$030.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders