Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 139 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,990,363
+7.4%
77,977
+7.2%
0.00%
+50.0%
Q2 2023$1,853,806
-0.9%
72,727
-1.1%
0.00%
-33.3%
Q1 2023$1,869,828
+9.5%
73,528
+9.1%
0.00%0.0%
Q4 2022$1,708,087
-11.1%
67,380
-11.5%
0.00%0.0%
Q3 2022$1,922,000
+6.9%
76,139
+8.0%
0.00%0.0%
Q2 2022$1,798,000
+81.2%
70,503
+81.0%
0.00%
+50.0%
Q1 2022$992,000
-10.1%
38,958
-8.5%
0.00%0.0%
Q4 2021$1,103,000
-2.6%
42,554
-2.3%
0.00%0.0%
Q3 2021$1,132,000
-0.7%
43,539
-0.3%
0.00%0.0%
Q2 2021$1,140,00043,6600.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 110,227$2,782,0002.54%
Virginia National Bank 28,835$728,0002.32%
Praetorian Wealth Management, Inc. 199,766$5,042,0001.89%
SONATA CAPITAL GROUP INC 124,535$3,143,0001.73%
DROMS STRAUSS ADVISORS INC /MO/ /ADV 96,841$2,447,0001.21%
Resonant Capital Advisors, LLC 309,091$7,801,0001.19%
SENTINEL PENSION ADVISORS INC 116,899$2,951,0001.03%
LEAVELL INVESTMENT MANAGEMENT, INC. 417,408$10,535,0000.84%
Gateway Advisory, LLC 116,651$2,944,0000.73%
W.H. Cornerstone Investments Inc. 26,341$665,0000.70%
View complete list of ISHARES TR shareholders