Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 209 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,810,230
+11.4%
320,485
+11.4%
0.01%
+11.1%
Q2 2023$7,010,925
+23.4%
287,569
+24.1%
0.01%
+12.5%
Q1 2023$5,682,771
+60.8%
231,666
+59.4%
0.01%
+60.0%
Q4 2022$3,533,778
+18.7%
145,303
+17.8%
0.01%0.0%
Q3 2022$2,977,000
+99.8%
123,363
+104.5%
0.01%
+150.0%
Q2 2022$1,490,000
+380.6%
60,334
+390.7%
0.00%
Q1 2022$310,000
-12.2%
12,296
-8.1%
0.00%
-100.0%
Q4 2021$353,000
-4.9%
13,379
-3.3%
0.00%0.0%
Q3 2021$371,000
-0.5%
13,839
+0.0%
0.00%0.0%
Q2 2021$373,00013,8360.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Trust Co of Kansas 404,664$10,104,0006.02%
TLWM 317,544$7,916,0004.65%
PFG Private Wealth Management, LLC 157,379$3,930,0004.23%
CAPITAL ADVISORS INC/OK 2,139,129$53,414,0002.90%
Signature Wealth Management Group 118,954$2,970,0002.61%
RVW Wealth, LLC 408,710$10,205,0002.38%
Gateway Advisory, LLC 281,578$7,031,0002.37%
Day & Ennis, LLC 134,638$3,362,0001.92%
Capital Investment Advisors, LLC 1,076,669$26,825,0001.71%
Motley Fool Wealth Management, LLC 907,749$22,667,0001.64%
View complete list of ISHARES TR shareholders