Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 89 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 7.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$360,394
-29.3%
10,726
-28.8%
0.00%
-100.0%
Q2 2023$509,679
+15.3%
15,057
+21.9%
0.00%0.0%
Q1 2023$442,185
-12.6%
12,355
+16.3%
0.00%0.0%
Q4 2022$506,032
+2.6%
10,622
+2.9%
0.00%0.0%
Q3 2022$493,000
-3.0%
10,318
+0.0%
0.00%0.0%
Q2 2022$508,000
-63.2%
10,314
-56.0%
0.00%
-50.0%
Q1 2022$1,381,000
+5.7%
23,440
+10.7%
0.00%0.0%
Q4 2021$1,307,000
+5.1%
21,166
+3.1%
0.00%0.0%
Q3 2021$1,243,000
+3.1%
20,523
-2.1%
0.00%0.0%
Q2 2021$1,206,000
-14.6%
20,968
-15.8%
0.00%
-33.3%
Q1 2021$1,412,000
+19.7%
24,910
-4.3%
0.00%0.0%
Q4 2020$1,180,000
+171.3%
26,032
+96.0%
0.00%
+200.0%
Q3 2020$435,000
+10.4%
13,279
+13.9%
0.00%0.0%
Q2 2020$394,000
-16.2%
11,656
-1.2%
0.00%
-50.0%
Q4 2018$470,000
-20.1%
11,794
-1.7%
0.00%0.0%
Q3 2018$588,000
+0.2%
11,998
+0.5%
0.00%0.0%
Q2 2018$587,000
-2.0%
11,938
+0.4%
0.00%0.0%
Q1 2018$599,000
+2.2%
11,8880.0%0.00%
-33.3%
Q4 2017$586,000
+1853.3%
11,888
+1677.0%
0.00%
Q2 2017$30,000
-58.3%
669
-58.3%
0.00%
Q1 2017$72,000
-60.9%
1,605
-60.4%
0.00%
-100.0%
Q4 2016$184,000
+1126.7%
4,058
+859.3%
0.00%
Q3 2016$15,000
-75.8%
423
-77.7%
0.00%
Q2 2016$62,000
+3.3%
1,9000.0%0.00%
Q1 2016$60,000
-9.1%
1,9000.0%0.00%
-100.0%
Q4 2015$66,000
-10.8%
1,900
-13.6%
0.00%0.0%
Q3 2015$74,000
+957.1%
2,200
+1045.8%
0.00%
Q1 2015$7,000
-87.9%
192
-89.0%
0.00%
-100.0%
Q3 2014$58,000
-4.9%
1,738
-0.5%
0.00%0.0%
Q2 2014$61,0000.0%1,746
+0.5%
0.00%0.0%
Q1 2014$61,000
+7.0%
1,7380.0%0.00%0.0%
Q4 2013$57,000
-1.7%
1,738
-10.3%
0.00%0.0%
Q3 2013$58,000
-7.9%
1,938
-10.2%
0.00%0.0%
Q2 2013$63,0002,1570.00%
Other shareholders
ISHARES TR shareholders Q4 2015
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 274,074$9,809,1083.21%
COTTONWOOD CAPITAL ADVISORS, LLC 56,199$2,011,3461.85%
Adams Wealth Management 96,741$3,462,3601.12%
Bell Bank 222,881$7,976,9110.84%
Aft, Forsyth & Sober, LLC 40,000$1,431,6000.72%
MARTIN & CO INC /TN/ 70,338$2,517,4060.65%
Endurance Wealth Management, Inc. 111,031$3,9740.56%
AUGUSTINE ASSET MANAGEMENT INC 20,000$715,8000.35%
Wealth Management Partners, LLC 11,212$401,2770.28%
Family Firm, Inc. 25,907$927,2040.26%
View complete list of ISHARES TR shareholders