Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IAI and the CUSIP is 464288794. A total of 67 filers reported holding ISHARES TR in Q3 2018. 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
Q2 2018$301,000
-2.0%
4,6960.0%0.00%0.0%
Q1 2018$307,000
+667.5%
4,696
+532.0%
0.00%
Q2 2017$40,000
-88.9%
743
-89.4%
0.00%
-100.0%
Q1 2017$359,000
-28.1%
7,012
-41.6%
0.00%
-33.3%
Q3 2016$499,000
+898.0%
12,000
+818.8%
0.00%
Q3 2015$50,000
-91.0%
1,306
-89.6%
0.00%
-100.0%
Q2 2015$553,000
+2026.9%
12,610
+1967.2%
0.01%
Q1 2015$26,0000.0%610
-1.5%
0.00%
Q4 2014$26,000
-35.0%
619
-39.3%
0.00%
Q3 2014$40,0001,019
+11222.2%
0.00%
Q2 2014$0
-100.0%
9
-99.7%
0.00%
-100.0%
Q1 2014$130,000
+0.8%
3,358
+0.3%
0.00%0.0%
Q4 2013$129,000
+1072.7%
3,349
+859.6%
0.00%
Q3 2013$11,0000.0%3490.0%0.00%
Q2 2013$11,0003490.00%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
SFI Advisors, LLC 55,271$6,247,0005.52%
Braun-Bostich & Associates Inc. 211,591$22,312,0005.32%
AFFINITY WEALTH MANAGEMENT LLC 211,591$22,312,0004.60%
Portfolio Strategies, Inc. 146,416$16,135,0003.01%
SPC Financial, Inc. 214,460$23,633,0002.64%
Cadent Capital Advisors, LLC 43,633$4,808,0002.12%
MinichMacGregor Wealth Management, LLC 56,456$6,221,0001.89%
L2 Asset Management, LLC 23,481$2,588,0001.81%
SOUTHERN CAPITAL ADVISORS, LLC 26,048$2,870,0001.77%
Empowered Funds, LLC 132,375$14,588,0001.64%
View complete list of ISHARES TR shareholders