Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 67 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$866,473
+7.6%
19,174
+7.3%
0.00%0.0%
Q2 2023$805,045
+11.9%
17,874
+2.2%
0.00%0.0%
Q1 2023$719,302
-3.9%
17,497
-1.1%
0.00%0.0%
Q4 2022$748,549
+0.2%
17,6920.0%0.00%0.0%
Q3 2022$747,000
+4.0%
17,692
+1.1%
0.00%0.0%
Q2 2022$718,000
-11.1%
17,4970.0%0.00%0.0%
Q1 2022$808,000
+264.0%
17,497
+203.0%
0.00%0.0%
Q2 2019$222,000
+1.8%
5,775
+0.5%
0.00%0.0%
Q1 2019$218,000
+7.4%
5,748
+0.0%
0.00%0.0%
Q4 2018$203,000
-9.4%
5,746
-12.5%
0.00%0.0%
Q3 2018$224,000
+3.7%
6,564
+7.0%
0.00%0.0%
Q2 2018$216,000
+6.9%
6,133
+7.2%
0.00%0.0%
Q1 2018$202,000
-5.6%
5,721
-0.6%
0.00%0.0%
Q4 2017$214,000
+16.3%
5,753
+5.3%
0.00%0.0%
Q2 2017$184,000
+493.5%
5,464
+478.2%
0.00%
Q1 2017$31,000
+19.2%
945
-0.2%
0.00%
Q4 2016$26,000
-7.1%
947
+0.2%
0.00%
Q3 2016$28,000
-31.7%
945
-35.1%
0.00%
Q2 2016$41,000
+64.0%
1,455
+54.0%
0.00%
Q1 2016$25,000
-3.8%
9450.0%0.00%
Q4 2015$26,0000.0%9450.0%0.00%
Q3 2015$26,000
-13.3%
9450.0%0.00%
Q1 2015$30,000
+7.1%
9450.0%0.00%
Q4 2014$28,0000.0%9450.0%0.00%
Q3 2014$28,000
+100.0%
945
+89.0%
0.00%
Q2 2014$14,0005000.00%
Other shareholders
ISHARES TR shareholders Q2 2014
NameSharesValueWeighting ↓
Sequent Asset Management, LLC 80,141$3,076,0002.22%
Somerset Capital Management LLP 255,249$9,777,0002.14%
State of Tennessee, Treasury Department 5,522,943$212,026,0001.05%
Curbstone Financial Management Corp 73,570$2,824,0000.74%
Psagot Value Holdings Ltd. 404,277$15,520,0000.63%
BAROMETER CAPITAL MANAGEMENT INC. 95,900$3,682,0000.48%
NewSquare Capital LLC 48,944$1,879,0000.34%
CARRET ASSET MANAGEMENT, LLC 35,175$1,350,0000.21%
WESTWOOD HOLDINGS GROUP INC 459,297$17,632,0000.19%
Beaumont Financial Partners, LLC 44,726$1,717,0000.18%
View complete list of ISHARES TR shareholders