Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 376 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$11,164,966
-8.1%
235,697
-8.0%
0.01%
-7.7%
Q1 2024$12,150,532
-15.7%
256,124
-15.5%
0.01%
-51.9%
Q4 2023$14,420,017
-1.7%
303,196
-4.2%
0.03%
+35.0%
Q3 2023$14,676,368
+37.1%
316,437
+37.8%
0.02%
+42.9%
Q2 2023$10,708,615
-13.4%
229,602
-12.5%
0.01%
-22.2%
Q1 2023$12,367,862
-3.4%
262,281
-4.9%
0.02%
-5.3%
Q4 2022$12,804,625
-14.5%
275,724
-15.1%
0.02%
-26.9%
Q3 2022$14,971,000
+43.1%
324,752
+47.1%
0.03%
+52.9%
Q2 2022$10,463,000
-52.4%
220,744
-51.4%
0.02%
-50.0%
Q1 2022$21,997,000
+24.2%
453,925
+29.2%
0.03%
+21.4%
Q4 2021$17,711,000
+36.2%
351,202
+37.9%
0.03%
+21.7%
Q3 2021$13,008,000
+591.2%
254,706
+594.0%
0.02%
+666.7%
Q2 2021$1,882,000
-72.8%
36,703
-72.8%
0.00%
-78.6%
Q1 2021$6,919,000
+220.3%
134,901
+222.5%
0.01%
+180.0%
Q4 2020$2,160,000
+831.0%
41,827
+828.0%
0.01%
+400.0%
Q3 2020$232,000
-48.8%
4,507
-48.7%
0.00%0.0%
Q2 2020$453,000
+36.9%
8,793
+34.3%
0.00%0.0%
Q3 2019$331,000
+359.7%
6,547
+354.0%
0.00%
Q2 2017$72,0000.0%1,4420.0%0.00%
Q1 2017$72,0000.0%1,4420.0%0.00%
Q4 2016$72,000
-1.4%
1,4420.0%0.00%
Q3 2016$73,000
+1360.0%
1,442
+2620.8%
0.00%
Q1 2016$5,000530.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Lee Financial Co 216,759$10,896,0003.52%
STERLING INVESTMENT ADVISORS LLC /ADV 62,606$3,147,0002.68%
Providence First Trust Co 50,289$2,528,0002.16%
NORTHSTAR INVESTMENT ADVISORS LLC 119,445$8,896,0001.74%
Horan Securities, Inc. 31,233$1,567,0001.54%
Rehmann Capital Advisory Group 149,870$7,534,0001.36%
PHILLIPS FINANCIAL MANAGEMENT, LLC 122,014$6,134,0001.34%
Destination Wealth Management 345,413$17,364,0001.11%
Citizens Business Bank 120,935$6,079,0001.02%
NORTHWEST INVESTMENT COUNSELORS, LLC 41,553$2,089,0000.90%
View complete list of ISHARES TR shareholders