Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ACWF and the CUSIP is 46434V316. A total of 32 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$856,513
-18.9%
24,923
-16.5%
0.00%0.0%
Q2 2023$1,056,581
-0.9%
29,859
-5.8%
0.00%
-50.0%
Q1 2023$1,066,292
+5.4%
31,706
-0.5%
0.00%0.0%
Q4 2022$1,011,722
+4.3%
31,856
-4.2%
0.00%0.0%
Q3 2022$970,000
-5.2%
33,238
+0.9%
0.00%0.0%
Q2 2022$1,023,000
-15.6%
32,937
+0.3%
0.00%0.0%
Q1 2022$1,212,000
-3.8%
32,844
+2.2%
0.00%0.0%
Q4 2021$1,260,000
-7.6%
32,147
-13.0%
0.00%0.0%
Q3 2021$1,363,000
-4.6%
36,932
-1.4%
0.00%
-33.3%
Q2 2021$1,428,000
-13.2%
37,462
-17.0%
0.00%0.0%
Q1 2021$1,646,000
+2.7%
45,135
-5.1%
0.00%
-25.0%
Q4 2020$1,602,000
+15.8%
47,583
+2.1%
0.00%0.0%
Q3 2020$1,384,000
-4.8%
46,594
-10.7%
0.00%0.0%
Q2 2020$1,454,000
+8.3%
52,182
-6.9%
0.00%
-20.0%
Q1 2020$1,343,000
-35.7%
56,071
-16.2%
0.01%
-16.7%
Q4 2019$2,088,000
-34.2%
66,931
-38.8%
0.01%
-40.0%
Q3 2019$3,173,000
-21.3%
109,418
-20.5%
0.01%
-28.6%
Q2 2019$4,030,000
-32.5%
137,639
-33.0%
0.01%
-36.4%
Q1 2019$5,974,000
+36.7%
205,584
+22.2%
0.02%
+22.2%
Q4 2018$4,370,000
+8.2%
168,282
+28.0%
0.02%
+20.0%
Q3 2018$4,039,000
+55.3%
131,521
+51.9%
0.02%
+50.0%
Q2 2018$2,600,000
+242.1%
86,593
+252.4%
0.01%
+233.3%
Q1 2018$760,00024,5730.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 316,217$12,390,0007.86%
ARQ WEALTH ADVISORS, LLC 140,333$5,499,0003.91%
DGS Capital Management, LLC 125,353$4,912,0003.06%
Coulter & Justus Financial Services, LLC 66,903$2,621,0002.06%
Darwin Wealth Management, LLC 267,468$10,019,0001.58%
Camarda Financial Advisors, LLC 51,882$2,033,0001.15%
SYM FINANCIAL Corp 49,556$1,942,0000.76%
Klaas Financial Asset Advisors, LLC 62,926$2,466,0000.56%
Independent Wealth Network Inc. 14,396$564,0000.35%
Burt Wealth Advisors 27,023$1,059,0000.35%
View complete list of ISHARES TR shareholders