Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 115 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,762,995
+9.0%
49,694
+12.6%
0.00%
+33.3%
Q2 2023$2,534,326
-0.8%
44,129
-2.2%
0.00%
-25.0%
Q1 2023$2,553,525
+5.7%
45,139
+0.3%
0.00%0.0%
Q4 2022$2,416,557
+12.0%
45,026
+0.1%
0.00%0.0%
Q3 2022$2,157,000
+3.2%
45,001
+12.0%
0.00%
+33.3%
Q2 2022$2,090,000
-19.1%
40,195
-5.3%
0.00%
-25.0%
Q1 2022$2,585,000
-17.4%
42,439
-13.4%
0.00%
-20.0%
Q4 2021$3,131,000
-5.2%
49,031
-0.6%
0.01%
-16.7%
Q3 2021$3,302,000
+0.9%
49,314
-0.1%
0.01%0.0%
Q2 2021$3,274,000
-2.3%
49,342
-2.0%
0.01%
-14.3%
Q1 2021$3,352,000
-2.7%
50,358
-5.8%
0.01%
-12.5%
Q4 2020$3,444,000
+5942.1%
53,460
+4962.5%
0.01%
Q2 2017$57,000
+1.8%
1,0560.0%0.00%
Q1 2017$56,000
+7.7%
1,0560.0%0.00%
Q4 2016$52,0001,0560.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Elm Partners Management LLC 419,114$25,524,0003.23%
Advisory Services & Investments, LLC 44,567$2,714,0002.20%
GenTrust, LLC 341,793$20,815,0001.60%
Ratio Wealth Group 71,082$4,328,8941.29%
Columbus Macro, LLC 58,778$3,580,0001.22%
Mandatum Life Insurance Co Ltd 95,618$5,823,0001.08%
Portfolio Solutions, LLC 95,197$5,797,0000.74%
Blue Edge Capital, LLC 58,235$3,546,512,0000.71%
Capital Advantage, Inc. 48,994$2,984,0000.69%
Smithfield Trust Co 161,207$9,813,0000.63%
View complete list of ISHARES TR shareholders