Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IHAK and the CUSIP is 46435U135. A total of 143 filers reported holding ISHARES TR in Q4 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
Q2 2024$1,085,146
+3.1%
23,616
+5.1%
0.00%0.0%
Q1 2024$1,052,306
+2.3%
22,461
-0.8%
0.00%
-50.0%
Q4 2023$1,028,816
+20.8%
22,646
+2.4%
0.00%
+100.0%
Q3 2023$851,898
+153.8%
22,121
+149.3%
0.00%
Q2 2023$335,632
+6.4%
8,874
+2.2%
0.00%
Q1 2023$315,493
+15.4%
8,679
+4.9%
0.00%
Q4 2022$273,274
-2.4%
8,276
+0.5%
0.00%
Q3 2022$280,000
-3.8%
8,234
-0.7%
0.00%
Q2 2022$291,000
-15.2%
8,294
+3.3%
0.00%
-100.0%
Q1 2022$343,000
-12.3%
8,030
-8.4%
0.00%0.0%
Q4 2021$391,000
+0.8%
8,765
-1.7%
0.00%0.0%
Q3 2021$388,000
+1.6%
8,921
+0.8%
0.00%0.0%
Q2 2021$382,000
+6.7%
8,849
-5.5%
0.00%0.0%
Q1 2021$358,000
-2.7%
9,360
+2.7%
0.00%0.0%
Q4 2020$368,000
+50.2%
9,114
+22.0%
0.00%0.0%
Q3 2020$245,0007,4690.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AMARILLO NATIONAL BANK 136,898$4,795,0001.06%
LVM CAPITAL MANAGEMENT LTD/MI 190,125$6,660,0000.97%
Trinity Legacy Partners, LLC 65,508$2,395,0000.93%
ALTERNA WEALTH MANAGEMENT, INC 21,674$759,0000.77%
Sierra Capital LLC 117,113$4,102,0000.74%
RETIREMENT CAPITAL STRATEGIES 43,437$1,522,0000.68%
ABSOLUTE CAPITAL MANAGEMENT, LLC 11,000$385,0000.62%
Purus Wealth Management, LLC 17,312$606,0000.54%
Wharton Business Group, LLC 210,596$7,377,0000.49%
Wealthcare Advisory Partners LLC 188,759$6,612,0000.40%
View complete list of ISHARES TR shareholders