Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IBMP and the CUSIP is 46435U283. A total of 43 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$228,717
-26.7%
9,343
-27.0%
0.00%
-100.0%
Q3 2022$312,000
-3.1%
12,8040.0%0.00%0.0%
Q2 2022$322,000
-21.1%
12,804
-20.2%
0.00%0.0%
Q1 2022$408,000
-32.6%
16,044
-28.3%
0.00%0.0%
Q4 2021$605,000
-2.1%
22,376
-2.2%
0.00%0.0%
Q3 2021$618,000
-1.1%
22,891
-0.5%
0.00%0.0%
Q2 2021$625,00023,0160.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Praetorian Wealth Management, Inc. 133,129$3,599,0001.17%
Fortune 45 LLC 27,334$739,0000.65%
Prism Advisors, Inc. 44,715$1,209,0000.40%
CGN Advisors LLC 38,653$1,045,0000.27%
Peloton Wealth Strategists 12,000$324,0000.13%
Bradley & Co. Private Wealth Management, LLC 5,938$161,0000.13%
WRAPMANAGER INC 12,633$342,0000.08%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 86,345$2,335,0000.08%
Richard P Slaughter Associates Inc 7,780$210,0000.07%
CONFLUENCE INVESTMENT MANAGEMENT LLC 204,005$5,516,0000.07%
View complete list of ISHARES TR shareholders