Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 34 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$325,000
+5316.7%
5,100
+5000.0%
0.00%
Q2 2017$6,0000.0%1000.0%0.00%
Q1 2017$6,0000.0%1000.0%0.00%
Q4 2016$6,000
+100.0%
100
+100.0%
0.00%
Q3 2016$3,000
-86.4%
50
-88.4%
0.00%
Q2 2016$22,0000.0%4320.0%0.00%
Q1 2016$22,0000.0%4320.0%0.00%
Q4 2015$22,000
+266.7%
432
+227.3%
0.00%
Q3 2015$6,000
-99.4%
132
-99.4%
0.00%
-100.0%
Q2 2015$1,068,000
+137.9%
21,132
+132.7%
0.01%
+150.0%
Q1 2015$449,000
+11125.0%
9,082
+10975.6%
0.00%
Q4 2014$4,0000.0%820.0%0.00%
Q3 2014$4,000
-96.3%
82
-96.4%
0.00%
-100.0%
Q2 2014$109,000
-93.2%
2,282
-93.4%
0.00%
-95.8%
Q1 2014$1,594,00034,7050.02%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 57,543$5,273,8584.50%
MinichMacGregor Wealth Management, LLC 107,510$9,853,2923.26%
Chicago Wealth Management, Inc. 30,707$2,814,2792.22%
SPC Financial, Inc. 194,680$17,842,4222.00%
Cadent Capital Advisors, LLC 43,127$3,952,5831.64%
Stonebridge Financial Planning Group, LLC 25,498$2,336,9211.50%
MARTIN & CO INC /TN/ 40,795$3,738,8160.98%
Well Done, LLC 45,186$4,141,2890.92%
Robinson Value Management, Ltd. 9,646$884,0560.66%
COTTONWOOD CAPITAL ADVISORS, LLC 7,188$658,8000.62%
View complete list of ISHARES TR shareholders