Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 103 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$362,464
-17.5%
9,747
-9.3%
0.00%
-100.0%
Q2 2023$439,442
+6.4%
10,742
-0.3%
0.00%0.0%
Q1 2023$413,116
+13.2%
10,769
-0.2%
0.00%0.0%
Q4 2022$365,071
+4.6%
10,791
+3.5%
0.00%0.0%
Q3 2022$349,000
-7.7%
10,431
+1.6%
0.00%0.0%
Q2 2022$378,000
-13.1%
10,268
+9.6%
0.00%0.0%
Q1 2022$435,000
-22.7%
9,365
-9.9%
0.00%0.0%
Q4 2021$563,000
+14.2%
10,389
+1.4%
0.00%0.0%
Q3 2021$493,000
+9.1%
10,250
+12.6%
0.00%0.0%
Q2 2021$452,000
+40.4%
9,104
+30.6%
0.00%0.0%
Q1 2021$322,000
+30.9%
6,972
+22.5%
0.00%0.0%
Q4 2020$246,0005,6920.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
360 Financial, Inc. 147,691$7,110,0003.67%
MONUMENTAL FINANCIAL GROUP INC. 57,680$2,777,0002.22%
Florin Court Capital LLP 12,409$597,0000.57%
TCG Advisory Services, LLC 37,749$1,817,0000.43%
Financial Architects, Inc 56,357$2,713,0000.39%
Carl P. Sherr & Co., LLC 8,438$406,0000.32%
Better Money Decisions, LLC 7,867$379,0000.31%
Edge Capital Group, LLC 56,521$2,721,0000.22%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 55,902$2,691,0000.16%
Traynor Capital Management, Inc. 18,552$893,0000.12%
View complete list of ISHARES TR shareholders