Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,339,380
+3.5%
89,004
+8.0%
0.01%0.0%
Q2 2023$5,159,436
+1.9%
82,392
+0.8%
0.01%0.0%
Q1 2023$5,063,189
+7.1%
81,730
+0.1%
0.01%0.0%
Q4 2022$4,726,961
+9.3%
81,668
-3.9%
0.01%0.0%
Q3 2022$4,325,000
-24.3%
84,942
-15.2%
0.01%
-22.2%
Q2 2022$5,714,000
+34.2%
100,201
+56.7%
0.01%
+28.6%
Q1 2022$4,257,000
-8.6%
63,941
-2.6%
0.01%0.0%
Q4 2021$4,659,000
+1.3%
65,673
+1.4%
0.01%
-12.5%
Q3 2021$4,599,000
-29.9%
64,772
-27.6%
0.01%
-33.3%
Q2 2021$6,560,000
+40.4%
89,506
+34.7%
0.01%
+33.3%
Q1 2021$4,671,000
-4.7%
66,462
-8.9%
0.01%
-18.2%
Q4 2020$4,901,000
+8.8%
72,935
-5.6%
0.01%
-8.3%
Q3 2020$4,506,000
-25.2%
77,234
-30.1%
0.01%
-29.4%
Q2 2020$6,026,000
+9.8%
110,528
-5.3%
0.02%
-10.5%
Q1 2020$5,486,000
+177.9%
116,688
+265.9%
0.02%
+216.7%
Q4 2019$1,974,000
+7.5%
31,891
+0.3%
0.01%0.0%
Q3 2019$1,836,000
+17.2%
31,788
+19.0%
0.01%
+20.0%
Q2 2019$1,566,000
-7.0%
26,710
-7.8%
0.01%
-16.7%
Q1 2019$1,683,000
-1.5%
28,983
-10.9%
0.01%
-14.3%
Q4 2018$1,708,000
+1.8%
32,519
+17.0%
0.01%
+16.7%
Q3 2018$1,677,000
-12.2%
27,804
-12.5%
0.01%
-25.0%
Q2 2018$1,911,000
-4.6%
31,7840.0%0.01%0.0%
Q1 2018$2,004,000
-0.0%
31,7840.0%0.01%
-11.1%
Q4 2017$2,005,000
+29.9%
31,784
+25.5%
0.01%
+28.6%
Q3 2017$1,544,000
+6.3%
25,3260.0%0.01%0.0%
Q2 2017$1,453,000
+5.9%
25,326
+1.0%
0.01%0.0%
Q1 2017$1,372,000
-0.1%
25,064
-7.8%
0.01%
-12.5%
Q4 2016$1,373,000
+6.4%
27,194
+10.1%
0.01%0.0%
Q3 2016$1,290,000
+10.7%
24,701
+3.8%
0.01%0.0%
Q2 2016$1,165,000
-5.4%
23,800
-4.5%
0.01%
-20.0%
Q1 2016$1,232,000
+2315.7%
24,909
+2295.1%
0.01%
Q4 2015$51,0000.0%1,0400.0%0.00%
Q3 2015$51,000
-47.4%
1,040
-40.8%
0.00%
-100.0%
Q1 2015$97,000
+76.4%
1,758
+69.0%
0.00%0.0%
Q4 2014$55,000
-33.7%
1,040
-29.5%
0.00%0.0%
Q3 2014$83,000
-5.7%
1,4760.0%0.00%0.0%
Q2 2014$88,0001,4760.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,037,369$492,717,00031.27%
AlphaCore Capital LLC 482,836$26,324,00026.24%
New England Professional Planning Group Inc. 567,923$33,110,00025.57%
Brightworth 2,436,841$132,857,00018.47%
Tanglewood Wealth Management, Inc. 966,639$52,701,00014.91%
ESL Trust Services, LLC 592,240$32,289,00014.64%
KEMPER Corp 1,135,946$61,932,00013.15%
AGILIS PARTNERS LLC 379,815$20,708,00012.13%
Corrigan Financial, Inc. 357,889$19,512,08110.49%
CAHABA WEALTH MANAGEMENT, INC. 846,844$49,472,00010.21%
View complete list of ISHARES TR shareholders