Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ICVT and the CUSIP is 46435G102. A total of 164 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
Q2 2023$231,484
+3.8%
3,031
-6.5%
0.00%
Q3 2022$223,000
-3.0%
3,242
-2.4%
0.00%
Q2 2022$230,000
-17.9%
3,321
-1.2%
0.00%
Q1 2022$280,000
-9.4%
3,363
-3.1%
0.00%
Q4 2021$309,000
-11.0%
3,469
-0.2%
0.00%
-100.0%
Q3 2021$347,000
-2.0%
3,4760.0%0.00%0.0%
Q2 2021$354,000
+6.9%
3,476
+3.1%
0.00%0.0%
Q1 2021$331,000
-68.2%
3,370
-68.7%
0.00%
-50.0%
Q4 2020$1,040,000
+272.8%
10,769
+212.1%
0.00%
+100.0%
Q3 2020$279,000
-9.1%
3,451
-20.3%
0.00%0.0%
Q2 2020$307,000
+27.9%
4,329
+13.0%
0.00%0.0%
Q4 2019$240,000
+7.6%
3,8300.0%0.00%0.0%
Q3 2019$223,000
+3085.7%
3,830
+2846.2%
0.00%
Q2 2017$7,0001300.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Kades & Cheifetz LLC 65,988$5,038,8283.86%
Cornerstone Planning Group LLC 111,804$8,537,3323.37%
Adams Wealth Management 117,499$8,972,2242.80%
Friedenthal Financial 51,705$3,948,1942.64%
AIRE ADVISORS, LLC 123,238$9,415,5272.48%
HORIZON FINANCIAL SERVICES, LLC 37,253$2,844,6012.32%
360 Financial, Inc. 58,114$4,437,6082.30%
Baron Financial Group, LLC 48,290$3,687,4252.28%
Synergy Asset Management, LLC 115,101$8,789,1122.18%
Econ Financial Services Corp 38,978$2,976,3602.10%
View complete list of ISHARES TR shareholders