Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. 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
Q3 2023$935,204
+24.3%
21,393
+29.3%
0.00%0.0%
Q2 2023$752,208
+48.7%
16,543
+50.9%
0.00%0.0%
Q1 2023$505,860
+20.1%
10,961
+16.9%
0.00%0.0%
Q4 2022$421,221
-23.6%
9,375
-24.3%
0.00%0.0%
Q3 2022$551,000
+4.2%
12,380
+9.4%
0.00%0.0%
Q2 2022$529,000
-6.7%
11,312
-1.0%
0.00%0.0%
Q1 2022$567,000
-7.5%
11,422
-1.4%
0.00%0.0%
Q4 2021$613,000
-38.5%
11,581
-38.1%
0.00%
-50.0%
Q3 2021$996,000
+213.2%
18,715
+215.3%
0.00%
+100.0%
Q2 2021$318,000
+48.6%
5,936
+46.2%
0.00%
Q1 2021$214,0004,0610.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders