Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 300 filers reported holding ISHARES TR in Q3 2022. 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$987,374
+1.1%
29,378
+7.1%
0.00%0.0%
Q2 2023$976,283
+4.6%
27,424
+3.7%
0.00%0.0%
Q1 2023$933,509
-4.5%
26,445
-12.3%
0.00%0.0%
Q4 2022$977,094
+29.2%
30,167
+10.9%
0.00%0.0%
Q3 2022$756,000
+0.9%
27,203
+12.4%
0.00%0.0%
Q2 2022$749,000
-18.2%
24,210
-2.6%
0.00%0.0%
Q1 2022$916,000
+4.8%
24,858
+12.0%
0.00%0.0%
Q4 2021$874,000
-0.9%
22,204
-4.6%
0.00%
-50.0%
Q3 2021$882,000
+3.6%
23,286
+5.5%
0.00%0.0%
Q2 2021$851,000
+8.3%
22,064
+2.4%
0.00%0.0%
Q1 2021$786,000
+1.2%
21,556
-1.1%
0.00%0.0%
Q4 2020$777,00021,7940.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Financial Strategies Group, Inc. 996,942$33,816,27010.67%
Cook Wealth, LLC 333,856$10,853,6558.33%
ENZI WEALTH 451,768$15,238,1358.08%
Unison Advisors LLC 1,945,674$65,394,1207.69%
Interchange Capital Partners, LLC 284,938$9,567,9837.60%
Retirement Planning Group, LLC 1,980,041$66,549,1947.07%
Dechtman Wealth Management, LLC 671,396$22,5666.68%
TOBIAS FINANCIAL ADVISORS, INC. 728,865$24,497,1526.43%
Integrity Financial Corp /WA 230,798$7,757,1175.86%
Allen Capital Group, LLC 968,656$32,081,8805.68%
View complete list of ISHARES TR shareholders