Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 117 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$3,552,609
+14.4%
58,030
+18.3%
0.00%
+33.3%
Q1 2024$3,105,685
+7.0%
49,055
+0.5%
0.00%
-40.0%
Q4 2023$2,903,386
+5.1%
48,788
-1.8%
0.01%
+25.0%
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 Q3 2022
NameSharesValueWeighting ↓
Blue Trust, Inc. 7,159,553$453,271,2836.22%
Municipal Employees' Retirement System of Michigan 6,404,807$392,1025.44%
Elm Partners Management LLC 598,370$36,632,2082.81%
Mandatum Life Insurance Co Ltd 99,757$6,107,1242.04%
Integris Wealth Management, LLC 81,529$4,991,2141.44%
Blue Edge Capital, LLC 116,876$7,155,1491.18%
Millington Financial Advisors, LLC 27,136$1,661,2801.15%
FDx Advisors, Inc. 61,859$3,7871.05%
RICHARDSON FINANCIAL SERVICES INC. 23,275$1,424,8831.03%
Smithfield Trust Co 307,941$18,8500.99%
View complete list of ISHARES TR shareholders