Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 429 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.09 and the average weighting 1.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$6,832,751
-5.3%
98,519
-3.3%
0.01%
-12.5%
Q1 2024$7,218,844
-0.0%
101,846
-2.2%
0.01%
-38.5%
Q4 2023$7,219,341
-19.1%
104,115
-23.9%
0.01%
+8.3%
Q3 2023$8,923,960
-8.5%
136,829
-5.3%
0.01%
-7.7%
Q2 2023$9,752,504
-4.0%
144,482
-3.8%
0.01%
-13.3%
Q1 2023$10,157,989
+2.2%
150,155
-4.0%
0.02%0.0%
Q4 2022$9,943,754
+7.4%
156,385
-3.7%
0.02%
-6.2%
Q3 2022$9,255,000
-21.1%
162,334
-12.3%
0.02%
-15.8%
Q2 2022$11,725,000
-6.6%
185,203
+6.5%
0.02%0.0%
Q1 2022$12,547,000
-7.7%
173,931
-1.8%
0.02%
-13.6%
Q4 2021$13,594,000
-0.3%
177,080
-2.1%
0.02%
-8.3%
Q3 2021$13,634,000
-0.7%
180,961
-0.5%
0.02%0.0%
Q2 2021$13,735,000
-2.2%
181,823
-5.6%
0.02%
-14.3%
Q1 2021$14,051,000
-5.7%
192,508
-5.2%
0.03%
-15.2%
Q4 2020$14,903,000
-9.1%
203,012
-15.6%
0.03%
-23.3%
Q3 2020$16,393,000
+1709.4%
240,617
+1654.0%
0.04%
+1333.3%
Q2 2020$906,000
-8.9%
13,718
-14.4%
0.00%
-25.0%
Q1 2020$995,000
-30.9%
16,035
-17.0%
0.00%0.0%
Q4 2019$1,440,000
-1.3%
19,315
-3.0%
0.00%
-20.0%
Q3 2019$1,459,000
+12.2%
19,906
+11.2%
0.01%
+25.0%
Q2 2019$1,300,000
+13.5%
17,895
+12.5%
0.00%0.0%
Q1 2019$1,145,000
+38.5%
15,904
+28.2%
0.00%
+33.3%
Q4 2018$827,000
-12.7%
12,404
-4.6%
0.00%
-25.0%
Q3 2018$947,000
+11.7%
13,008
+9.2%
0.00%
+33.3%
Q2 2018$848,000
-1.4%
11,915
+2.1%
0.00%
-25.0%
Q1 2018$860,000
+60.4%
11,674
+58.9%
0.00%
+100.0%
Q4 2017$536,000
+16.8%
7,345
+13.6%
0.00%0.0%
Q3 2017$459,000
-0.2%
6,464
-2.7%
0.00%0.0%
Q2 2017$460,000
-12.4%
6,644
-16.5%
0.00%
-33.3%
Q1 2017$525,000
+66.1%
7,959
+54.3%
0.00%
+50.0%
Q4 2016$316,000
-49.9%
5,159
-44.7%
0.00%
-50.0%
Q3 2016$631,000
+28.0%
9,325
+25.5%
0.00%0.0%
Q2 2016$493,000
+848.1%
7,431
+844.2%
0.00%
Q1 2016$52,000
-26.8%
787
-27.8%
0.00%
-100.0%
Q4 2015$71,000
+73.2%
1,090
+65.2%
0.00%
Q3 2015$41,000
-89.0%
660
-88.4%
0.00%
-100.0%
Q1 2015$374,000
+6.9%
5,6790.0%0.00%0.0%
Q4 2014$350,000
-18.8%
5,679
-17.4%
0.00%
-20.0%
Q3 2014$431,000
+288.3%
6,879
+304.6%
0.01%
+400.0%
Q2 2014$111,000
-37.6%
1,700
-40.0%
0.00%
-66.7%
Q1 2014$178,000
+47.1%
2,832
+44.5%
0.00%
+50.0%
Q4 2013$121,000
+1.7%
1,9600.0%0.00%0.0%
Q3 2013$119,0001,9600.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
O'Brien Wealth Partners LLC 606,289$44,417,00032.49%
Financial Advisors, LLC 376,528$27,351,00017.55%
Burt Wealth Advisors 452,560$32,874,00014.41%
Legacy Financial Advisors, Inc. 546,972$39,732,00014.05%
Peterson Wealth Advisors, LLC 288,806$20,979,00013.28%
SimpliFi, Inc. 274,449$19,936,00011.92%
Merit Financial Group, LLC 1,030,481$74,134,0008.70%
NewDay Solutions, LLC 158,748$11,536,0008.35%
RHS Financial, LLC 91,480$6,645,0008.32%
Financial Insights, Inc. 109,566$7,836,0007.95%
View complete list of ISHARES TR shareholders