Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 167 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 10.57 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,431,164
+197.7%
5,815
+209.5%
0.00%
+100.0%
Q2 2023$480,713
+0.7%
1,879
-2.7%
0.00%0.0%
Q1 2023$477,379
-7.6%
1,931
+0.1%
0.00%0.0%
Q4 2022$516,716
+3.8%
1,930
-1.0%
0.00%0.0%
Q3 2022$498,000
-17.8%
1,949
-17.8%
0.00%0.0%
Q2 2022$606,000
+10.0%
2,371
+21.7%
0.00%0.0%
Q1 2022$551,000
-2.8%
1,948
-0.2%
0.00%0.0%
Q4 2021$567,000
+13.9%
1,952
+0.2%
0.00%0.0%
Q3 2021$498,000
-2.5%
1,949
+1.6%
0.00%0.0%
Q2 2021$511,000
-6.1%
1,918
-11.3%
0.00%0.0%
Q1 2021$544,000
+39.5%
2,163
+30.1%
0.00%0.0%
Q4 2020$390,000
+24.2%
1,662
+6.9%
0.00%0.0%
Q3 2020$314,000
+4.7%
1,555
+0.1%
0.00%0.0%
Q2 2020$300,000
+42.9%
1,554
+19.6%
0.00%0.0%
Q3 2019$210,000
+1.9%
1,299
+8.2%
0.00%0.0%
Q2 2019$206,000
-35.2%
1,200
-37.6%
0.00%0.0%
Q4 2018$318,000
-25.4%
1,924
-9.8%
0.00%
-50.0%
Q3 2018$426,000
+62.6%
2,133
+42.9%
0.00%
+100.0%
Q2 2018$262,000
+0.8%
1,493
-9.4%
0.00%0.0%
Q1 2018$260,000
+23.2%
1,647
+22.5%
0.00%0.0%
Q4 2017$211,000
-34.1%
1,345
-37.9%
0.00%0.0%
Q3 2017$320,000
-32.3%
2,165
-32.0%
0.00%
-50.0%
Q2 2017$473,000
-25.4%
3,183
-32.7%
0.00%
-33.3%
Q1 2017$634,000
-57.0%
4,728
-59.9%
0.00%
-66.7%
Q4 2016$1,476,000
+574.0%
11,782
+566.0%
0.01%
+800.0%
Q3 2016$219,000
+5.8%
1,769
+8.8%
0.00%0.0%
Q2 2016$207,000
-64.7%
1,626
-66.2%
0.00%
-80.0%
Q1 2016$587,000
+88.1%
4,813
+92.0%
0.01%
+66.7%
Q4 2015$312,000
+14.3%
2,507
+13.6%
0.00%
+50.0%
Q3 2015$273,000
+35.8%
2,207
+45.9%
0.00%0.0%
Q1 2015$201,000
+74.8%
1,513
+56.3%
0.00%
+100.0%
Q4 2014$115,000
+11.7%
968
+0.1%
0.00%0.0%
Q3 2014$103,000
+4.0%
9670.0%0.00%0.0%
Q2 2014$99,000
+2.1%
967
-1.5%
0.00%0.0%
Q1 2014$97,000
-56.7%
982
-59.1%
0.00%
-75.0%
Q4 2013$224,000
+7.2%
2,4000.0%0.00%0.0%
Q3 2013$209,000
+422.5%
2,400
+399.0%
0.00%
+300.0%
Q2 2013$40,0004810.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders