Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is EWU and the CUSIP is 46435G334. A total of 232 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.30 and the average weighting 0.3%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,586,630
+5.9%
113,357
+8.3%
0.01%0.0%
Q2 2023$3,386,922
-1.0%
104,696
-1.3%
0.01%0.0%
Q1 2023$3,422,354
+7.0%
106,087
+1.7%
0.01%0.0%
Q4 2022$3,198,776
+18.1%
104,331
+1.0%
0.01%0.0%
Q3 2022$2,708,000
-10.7%
103,318
+2.1%
0.01%0.0%
Q2 2022$3,033,000
-13.1%
101,221
-2.4%
0.01%0.0%
Q1 2022$3,489,000
-8.3%
103,744
-9.7%
0.01%
-16.7%
Q4 2021$3,806,000
+11.9%
114,859
+8.9%
0.01%0.0%
Q3 2021$3,402,000
+12.1%
105,499
+13.7%
0.01%
+20.0%
Q2 2021$3,035,000
+6.1%
92,813
+1.6%
0.01%
-16.7%
Q1 2021$2,860,000
+34.5%
91,334
+25.8%
0.01%
+20.0%
Q4 2020$2,126,000
+699.2%
72,576
+781.5%
0.01%
+400.0%
Q2 2019$266,000
+291.2%
8,233
+301.2%
0.00%
Q2 2017$68,000
-37.0%
2,052
-38.3%
0.00%
-100.0%
Q1 2017$108,000
+61.2%
3,324
+52.7%
0.00%
Q4 2016$67,0002,1770.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Morningstar Investment Management LLC 3,268,225$95,726,00010.76%
VPR Management LLC 452,400$13,251,0002.74%
New Vernon Capital Holdings II LLC 280,180$8,206,0002.59%
Main Management LLC 621,292$18,198,0002.33%
PICTET BANK & TRUST Ltd 109,700$3,213,0002.01%
CEDAR CAPITAL, LLC 31,039$909,0001.66%
SWMG, LLC 61,797$1,829,0001.34%
Morningstar Investment Services LLC 2,915,430$85,393,0001.19%
SUN LIFE FINANCIAL INC 286,823$8,401,0001.10%
Proquility Private Wealth Partners, LLC 71,147$2,084,0000.95%
View complete list of ISHARES TR shareholders