Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 178 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 2.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,371,142
-12.6%
73,637
-4.5%
0.01%
-9.1%
Q2 2023$8,430,757
+5.5%
77,134
+0.9%
0.01%
-8.3%
Q1 2023$7,991,734
-4.9%
76,469
-1.9%
0.01%
-7.7%
Q4 2022$8,405,817
+7.5%
77,954
+3.1%
0.01%
-7.1%
Q3 2022$7,819,000
-1.5%
75,626
-1.0%
0.01%
+7.7%
Q2 2022$7,942,000
-18.2%
76,394
+1.4%
0.01%
-13.3%
Q1 2022$9,712,000
-5.8%
75,368
+2.1%
0.02%
-11.8%
Q4 2021$10,313,000
-1.9%
73,804
+1.3%
0.02%
-10.5%
Q3 2021$10,510,000
+8.0%
72,821
+14.2%
0.02%
+11.8%
Q2 2021$9,727,000
-8.8%
63,745
-12.2%
0.02%
-19.0%
Q1 2021$10,671,000
+25.1%
72,617
+1.0%
0.02%
+10.5%
Q4 2020$8,531,000
+27.7%
71,900
-2.6%
0.02%
+11.8%
Q3 2020$6,678,000
-1.6%
73,816
-5.1%
0.02%
-15.0%
Q2 2020$6,787,000
+27.8%
77,765
-1.8%
0.02%
+5.3%
Q1 2020$5,311,000
-35.1%
79,226
-3.7%
0.02%
-24.0%
Q4 2019$8,184,000
+9.8%
82,263
-2.7%
0.02%
+4.2%
Q3 2019$7,456,000
-8.8%
84,588
-3.6%
0.02%
-14.3%
Q2 2019$8,177,000
-1.9%
87,750
-2.3%
0.03%
-6.7%
Q1 2019$8,335,000
+9.1%
89,855
-3.1%
0.03%
-3.2%
Q4 2018$7,643,000
-23.1%
92,693
-0.9%
0.03%
-16.2%
Q3 2018$9,944,000
-0.5%
93,547
-1.1%
0.04%
-5.1%
Q2 2018$9,993,000
+10.1%
94,616
+0.1%
0.04%
+5.4%
Q1 2018$9,077,000
+0.5%
94,499
+0.2%
0.04%
-5.1%
Q4 2017$9,029,000
-1.0%
94,340
-2.3%
0.04%
-7.1%
Q3 2017$9,118,000
-1.9%
96,542
-7.6%
0.04%
-10.6%
Q2 2017$9,295,000
-3.9%
104,527
-7.4%
0.05%
-11.3%
Q1 2017$9,672,000
+3.8%
112,926
+4.0%
0.05%
-7.0%
Q4 2016$9,321,000
+1.9%
108,594
-7.4%
0.06%
-1.7%
Q3 2016$9,147,000
+6.2%
117,257
-3.7%
0.06%
-6.5%
Q2 2016$8,609,000
-8.4%
121,732
-12.0%
0.06%
-15.1%
Q1 2016$9,399,000
-63.9%
138,384
-61.7%
0.07%
-65.9%
Q4 2015$26,032,000
-2.2%
361,066
-5.4%
0.21%
-8.9%
Q3 2015$26,621,000
+20.9%
381,656
+41.3%
0.24%
+17.5%
Q2 2015$22,018,000
+1.9%
270,056
-1.2%
0.20%
-1.5%
Q1 2015$21,608,000
+38.4%
273,238
+34.7%
0.20%
+25.3%
Q4 2014$15,617,000
+46.1%
202,871
+32.0%
0.16%
+30.6%
Q3 2014$10,688,000
+373.5%
153,738
+418.5%
0.12%
+327.6%
Q2 2014$2,257,000
-19.0%
29,653
-17.8%
0.03%
-31.0%
Q1 2014$2,788,000
+23.3%
36,068
+19.8%
0.04%
+7.7%
Q4 2013$2,262,000
+26.1%
30,116
+14.9%
0.04%
+8.3%
Q3 2013$1,794,000
+8.7%
26,200
-2.0%
0.04%
-5.3%
Q2 2013$1,651,00026,7470.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 101,732$12,071,0003.08%
Schoolcraft Capital LLC 61,479$7,294,4383.06%
One Capital Management, LLC 185,013$21,952,0002.64%
Frank, Rimerman Advisors LLC 48,112$5,708,5322.59%
Efficient Advisors, LLC 116,021$13,766,0002.10%
Harborview Advisors, LLC 24,870$2,951,0001.98%
MD Financial Management Inc. 523,358$62,096,0001.96%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,857$25,255,0001.91%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 39,015$4,629,0001.58%
Marquette Asset Management, LLC 47,278$5,610,0001.29%
View complete list of ISHARES TR shareholders