Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 418 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.11 and the average weighting 0.4%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,649,196
+21.7%
59,909
+20.3%
0.00%
+33.3%
Q2 2023$2,175,960
+69.5%
49,793
+52.6%
0.00%
+50.0%
Q1 2023$1,284,105
-19.6%
32,625
-14.8%
0.00%0.0%
Q4 2022$1,597,650
+34.3%
38,276
+31.2%
0.00%0.0%
Q3 2022$1,190,000
+4.6%
29,178
+1.0%
0.00%0.0%
Q2 2022$1,138,000
+27.3%
28,896
+44.0%
0.00%
+100.0%
Q1 2022$894,000
-30.5%
20,063
-28.5%
0.00%
-50.0%
Q4 2021$1,287,000
+22.5%
28,066
+30.0%
0.00%0.0%
Q3 2021$1,051,000
+10.4%
21,589
+0.4%
0.00%0.0%
Q2 2021$952,000
-3.4%
21,508
-7.9%
0.00%0.0%
Q1 2021$985,000
+11.6%
23,358
+6.5%
0.00%0.0%
Q4 2020$883,000
+51.5%
21,942
+27.5%
0.00%0.0%
Q3 2020$583,000
+18.5%
17,204
+1.5%
0.00%
+100.0%
Q2 2020$492,000
+8.6%
16,949
-9.8%
0.00%
-50.0%
Q1 2020$453,000
-34.9%
18,784
-5.1%
0.00%0.0%
Q4 2019$696,000
+8.6%
19,794
+3.6%
0.00%0.0%
Q3 2019$641,000
-15.3%
19,108
-10.9%
0.00%
-33.3%
Q2 2019$757,000
-5.7%
21,439
-5.9%
0.00%0.0%
Q1 2019$803,000
-45.0%
22,777
-48.0%
0.00%
-50.0%
Q4 2018$1,460,000
+9.4%
43,781
+6.6%
0.01%
+20.0%
Q3 2018$1,334,000
+0.9%
41,088
+3.4%
0.01%0.0%
Q2 2018$1,322,000
-3.3%
39,718
-0.8%
0.01%
-16.7%
Q1 2018$1,367,000
-3.1%
40,058
+2.4%
0.01%0.0%
Q4 2017$1,411,000
+17.8%
39,110
+7.2%
0.01%0.0%
Q3 2017$1,198,000
+4.9%
36,470
+2.5%
0.01%0.0%
Q2 2017$1,142,000
+11.9%
35,584
+9.8%
0.01%0.0%
Q1 2017$1,021,000
+26.8%
32,413
+7.9%
0.01%
+20.0%
Q4 2016$805,000
+45.6%
30,029
+59.7%
0.01%
+25.0%
Q3 2016$553,000
+0.5%
18,807
-4.6%
0.00%0.0%
Q2 2016$550,000
+14.6%
19,707
+11.4%
0.00%0.0%
Q1 2016$480,000
+1614.3%
17,687
+1618.9%
0.00%
Q4 2015$28,000
-47.2%
1,029
-44.2%
0.00%
Q3 2015$53,000
+82.8%
1,844
+106.0%
0.00%
Q1 2015$29,0008950.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 1,200,144$47,237,66841.45%
Virtus Fund Advisers, LLC 40,789$1,702,53311.95%
Glovista Investments LLC 497,207$19,532,62811.87%
Rice Partnership, LLC 482,909$19,007,2985.70%
Meditor Group Ltd 171,200$6,738,4325.37%
Oaktree Fund Advisors, LLC 125,900$4,955,4244.68%
CIGNA INVESTMENTS INC /NEW 416,316$16,3863.26%
Qtron Investments LLC 298,726$11,757,8552.42%
Phoenix Holdings Ltd. 1,758,500$69,214,5601.55%
State of Tennessee, Treasury Department 8,432,698$331,910,9931.47%
View complete list of ISHARES TR shareholders