Creative Planning - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is IETC and the CUSIP is 46431W648. A total of 29 filers reported holding ISHARES U S ETF TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q3 2023$249,298
-45.9%
4,683
-44.0%
0.00%
-100.0%
Q2 2023$460,439
+10.9%
8,356
-5.1%
0.00%0.0%
Q1 2023$415,075
-9.0%
8,801
-21.3%
0.00%0.0%
Q4 2022$455,920
+2.2%
11,178
-0.9%
0.00%0.0%
Q3 2022$446,000
+19.9%
11,278
+28.4%
0.00%0.0%
Q2 2022$372,000
+57.6%
8,784
+105.6%
0.00%
Q1 2022$236,000
-9.6%
4,2720.0%0.00%
Q4 2021$261,000
+0.8%
4,272
-7.9%
0.00%
Q3 2021$259,000
+2.8%
4,638
+1.2%
0.00%
Q2 2021$252,000
+6.3%
4,584
-6.2%
0.00%
Q1 2021$237,000
+2.2%
4,8850.0%0.00%
-100.0%
Q4 2020$232,000
-7.9%
4,885
-17.7%
0.00%0.0%
Q3 2020$252,0005,9360.00%
Other shareholders
ISHARES U S ETF TR shareholders Q3 2022
NameSharesValueWeighting ↓
Kozak & Associates, Inc. 575,444$31,315,64111.46%
SUTTON PLACE INVESTORS LLC 25,000$1,330,7501.73%
Fulcrum Equity Management 17,190$915,0241.07%
Shira Ridge Wealth Management 17,597$936,6730.62%
Ironwood Financial, llc 11,212$596,8150.16%
Legacy Capital Group California, Inc. 6,045$321,7750.14%
KM Capital Management Ltd. 3,769$200,6230.14%
Bay Harbor Wealth Management, LLC 5,847$312,1710.13%
Moloney Securities Asset Management, LLC 6,480$344,9300.06%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 10,533$560,6610.05%
View complete list of ISHARES U S ETF TR shareholders