Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IGLB and the CUSIP is 464289511. A total of 42 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q1 2017$2,000
-93.9%
40
-92.3%
0.00%
Q3 2016$33,000
+50.0%
520
+36.8%
0.00%
Q3 2015$22,000
+144.4%
380
+162.1%
0.00%
Q1 2015$9,0000.0%1450.0%0.00%
Q4 2014$9,0000.0%1450.0%0.00%
Q3 2014$9,0000.0%1450.0%0.00%
Q2 2014$9,000
+12.5%
1450.0%0.00%
Q1 2014$8,0000.0%1450.0%0.00%
Q4 2013$8,0000.0%1450.0%0.00%
Q3 2013$8,0000.0%1450.0%0.00%
Q2 2013$8,0001450.00%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Kemper Corp Master Retirement Trust 841,056$59,219,00034.94%
NYL Investors LLC 606,996$42,739,00016.59%
AGILIS PARTNERS LLC 283,588$19,967,0007.48%
Carolina Wealth Advisors, LLC 45,883$3,231,0002.84%
Lineweaver Wealth Advisors, LLC 79,988$5,633,0002.52%
NorthCoast Asset Management LLC 501,855$35,365,0001.80%
Dai-ichi Life Insurance Company, Ltd 1,307,100$92,033,0001.65%
Tri-Star Advisors Inc. 24,541$1,746,0001.09%
PRUDENTIAL PLC 1,410,407$99,307,0000.50%
Pinnacle Family Advisors, LLC 8,194$577,0000.39%
View complete list of ISHARES TR shareholders