Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is ESGD and the CUSIP is 46435G516. A total of 201 filers reported holding ISHARES TR in Q4 2019. 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
Q2 2024$40,791,714
+0.1%
517,793
+1.6%
0.04%
-2.2%
Q1 2024$40,735,993
+6.1%
509,773
+0.3%
0.04%
-36.6%
Q4 2023$38,391,725
+15.8%
508,230
+6.0%
0.07%
+61.4%
Q3 2023$33,153,656
-4.5%
479,584
+0.7%
0.04%
-4.3%
Q2 2023$34,727,822
-1.4%
476,180
-2.9%
0.05%
-9.8%
Q1 2023$35,221,801
+6.6%
490,281
-2.5%
0.05%
+2.0%
Q4 2022$33,054,263
+15.1%
502,803
-1.7%
0.05%0.0%
Q3 2022$28,713,000
+36.0%
511,538
+52.0%
0.05%
+42.9%
Q2 2022$21,120,000
-24.6%
336,519
-11.5%
0.04%
-18.6%
Q1 2022$28,028,000
+32.2%
380,133
+42.5%
0.04%
+26.5%
Q4 2021$21,199,000
+22.6%
266,792
+20.9%
0.03%
+9.7%
Q3 2021$17,291,000
+127.5%
220,604
+129.4%
0.03%
+138.5%
Q2 2021$7,600,000
-31.7%
96,169
-34.4%
0.01%
-40.9%
Q1 2021$11,131,000
+13.7%
146,659
+9.4%
0.02%0.0%
Q4 2020$9,791,000
+31.0%
134,046
+13.9%
0.02%
+10.0%
Q3 2020$7,472,000
+3.7%
117,713
-1.0%
0.02%
-4.8%
Q2 2020$7,203,000
+25.1%
118,906
+9.8%
0.02%
+5.0%
Q1 2020$5,757,000
-61.4%
108,299
-50.1%
0.02%
-55.6%
Q4 2019$14,924,000
+7.1%
217,105
-0.1%
0.04%0.0%
Q3 2019$13,932,000
+6.8%
217,274
+7.2%
0.04%
+2.3%
Q2 2019$13,039,000
+50.5%
202,749
+47.9%
0.04%
+41.9%
Q1 2019$8,663,000
+187.1%
137,109
+160.8%
0.03%
+158.3%
Q4 2018$3,017,00052,5750.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
IMPACTfolio, LLC 171,964$13,664,00011.97%
High Note Wealth, LLC 289,740$23,022,0007.77%
Parcion Private Wealth LLC 828,088$66,007,0005.96%
SPINNAKER TRUST 1,147,209$91,157,0005.84%
Bond & Devick Financial Network, Inc. 89,630$7,122,0005.34%
Financial Network Wealth Management LLC 112,016$8,901,0004.51%
Tillar-Wenstrup Advisors, LLC 104,443$8,299,0003.91%
Ellevest, Inc. 512,358$40,772,0003.63%
Highland Private Wealth Management 345,340$27,441,0003.48%
RVW Wealth, LLC 382,097$30,361,0003.39%
View complete list of ISHARES TR shareholders