Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is CRBN and the CUSIP is 46434V464. A total of 100 filers reported holding ISHARES TR in Q1 2021. 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$918,616
-6.8%
6,114
-3.0%
0.00%0.0%
Q2 2023$985,732
+5.7%
6,3030.0%0.00%0.0%
Q1 2023$932,466
-0.5%
6,303
-7.1%
0.00%0.0%
Q4 2022$937,281
+352.8%
6,785
+316.0%
0.00%
Q3 2022$207,000
-74.2%
1,631
-72.1%
0.00%
-100.0%
Q2 2022$801,000
-15.1%
5,852
+1.2%
0.00%0.0%
Q1 2022$944,000
+211.6%
5,784
+232.2%
0.00%
Q4 2021$303,000
+6.7%
1,741
+0.8%
0.00%
-100.0%
Q3 2021$284,000
+15.0%
1,727
+16.1%
0.00%
Q2 2021$247,000
+6.0%
1,488
-0.4%
0.00%
Q1 2021$233,0001,4940.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Investure, LLC 98,740$14,835,4883.16%
University of Maryland Foundation, Inc. 10,000$1,5021.80%
Stonehearth Capital Management, LLC 13,745$2,065,1081.13%
BSW Wealth Partners 23,723$3,564,4040.79%
FLOW TRADERS U.S. LLC 100,038$15,0310.70%
ASPIRIANT, LLC 84,727$12,730,0620.65%
Betterment LLC 1,241,248$186,4980.59%
Bond & Devick Financial Network, Inc. 4,684$703,7620.45%
Desjardins Global Asset Management Inc. 25,701$3,861,5240.42%
GOULD ASSET MANAGEMENT LLC /CA/ 9,375$1,408,5750.40%
View complete list of ISHARES TR shareholders