Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 369 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,021,436
+159.8%
318,577
+169.9%
0.01%
+125.0%
Q2 2023$2,702,555
+663.6%
118,015
+657.6%
0.00%
+300.0%
Q4 2022$353,931
-24.4%
15,578
-24.2%
0.00%0.0%
Q3 2022$468,000
+50.0%
20,543
+57.5%
0.00%0.0%
Q2 2022$312,000
+3.3%
13,042
+7.7%
0.00%
Q1 2022$302,000
+3.4%
12,115
+10.6%
0.00%
Q4 2021$292,000
-0.7%
10,952
-1.1%
0.00%
-100.0%
Q3 2021$294,000
+21.5%
11,071
+21.8%
0.00%
Q2 2021$242,000
-45.6%
9,090
-46.5%
0.00%
-100.0%
Q1 2021$445,000
-36.0%
16,986
-33.4%
0.00%
-50.0%
Q4 2020$695,000
+198.3%
25,507
+206.9%
0.00%
+100.0%
Q1 2020$233,000
+10.4%
8,311
+2.2%
0.00%0.0%
Q4 2019$211,000
+75.8%
8,136
+70.9%
0.00%0.0%
Q2 2017$120,000
+500.0%
4,760
+501.8%
0.00%
Q1 2017$20,000
-33.3%
791
-34.2%
0.00%
Q4 2016$30,000
+150.0%
1,202
+172.6%
0.00%
Q3 2016$12,0000.0%4410.0%0.00%
Q2 2016$12,000
-52.0%
441
-54.1%
0.00%
Q1 2016$25,000
+150.0%
960
+138.2%
0.00%
Q4 2014$10,0004030.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders