Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 267 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$37,918,016
+5.4%
391,230
+6.1%
0.05%
+6.2%
Q2 2023$35,979,372
+23.2%
368,641
+25.3%
0.05%
+14.3%
Q1 2023$29,193,391
+8.6%
294,199
+6.2%
0.04%
+5.0%
Q4 2022$26,872,325
+31.2%
277,149
+30.0%
0.04%
+14.3%
Q3 2022$20,483,000
+14.0%
213,117
+20.3%
0.04%
+16.7%
Q2 2022$17,963,000
+44.6%
177,094
+49.6%
0.03%
+57.9%
Q1 2022$12,426,000
+1.9%
118,415
+2.8%
0.02%
-5.0%
Q4 2021$12,193,000
+99.5%
115,155
+99.0%
0.02%
+81.8%
Q3 2021$6,113,000
+15.5%
57,875
+16.2%
0.01%
+22.2%
Q2 2021$5,294,000
+43.6%
49,799
+42.9%
0.01%
+28.6%
Q1 2021$3,686,000
+88.2%
34,861
+85.9%
0.01%
+75.0%
Q4 2020$1,959,000
+109.1%
18,757
+108.4%
0.00%
+100.0%
Q3 2020$937,000
+94.4%
9,000
+91.1%
0.00%
+100.0%
Q2 2020$482,000
-5.5%
4,710
-7.7%
0.00%
-50.0%
Q1 2020$510,000
-15.4%
5,101
-14.8%
0.00%0.0%
Q4 2019$603,000
+8.3%
5,986
+7.6%
0.00%0.0%
Q3 2019$557,000
+1.5%
5,563
+1.9%
0.00%0.0%
Q2 2019$549,000
+381.6%
5,461
+379.0%
0.00%
+100.0%
Q2 2017$114,0000.0%1,140
+1.9%
0.00%0.0%
Q1 2017$114,000
+90.0%
1,119
+86.5%
0.00%
Q4 2016$60,000
-46.4%
600
-45.8%
0.00%
-100.0%
Q3 2016$112,000
+918.2%
1,107
+954.3%
0.00%
Q2 2016$11,000
+83.3%
105
+72.1%
0.00%
Q4 2015$6,000
-80.6%
61
-80.3%
0.00%
Q3 2014$31,000
+24.0%
310
+25.5%
0.00%
Q2 2014$25,0002470.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders