Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 27 filers reported holding ISHARES TR in Q1 2020. 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$1,279,632
+57.7%
41,900
+70.6%
0.00%
+100.0%
Q2 2023$811,600
+38.4%
24,564
+31.4%
0.00%0.0%
Q1 2023$586,403
+20.0%
18,687
-2.4%
0.00%0.0%
Q4 2022$488,597
+31.7%
19,138
+23.0%
0.00%0.0%
Q3 2022$371,000
-12.1%
15,560
-2.7%
0.00%0.0%
Q2 2022$422,000
-22.9%
15,985
+0.4%
0.00%0.0%
Q1 2022$547,000
-16.6%
15,915
+0.3%
0.00%0.0%
Q4 2021$656,000
+0.8%
15,865
+3.3%
0.00%0.0%
Q3 2021$651,000
+1.1%
15,361
+7.1%
0.00%0.0%
Q2 2021$644,000
+8.6%
14,349
+4.4%
0.00%0.0%
Q1 2021$593,000
+20.8%
13,738
+11.5%
0.00%0.0%
Q4 2020$491,000
+40.3%
12,325
+15.3%
0.00%0.0%
Q3 2020$350,000
+17.8%
10,686
+6.5%
0.00%0.0%
Q2 2020$297,000
+46.3%
10,032
+33.1%
0.00%0.0%
Q4 2019$203,0007,5370.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Paragon Wealth Strategies, LLC 439,674$17,517,0006.03%
RETIREMENT CAPITAL STRATEGIES 150,766$6,007,0002.44%
M Holdings Securities, Inc. 104,477$4,162,0000.53%
Wharton Business Group, LLC 91,732$3,655,0000.30%
Wealthcare Advisory Partners LLC 61,556$2,452,0000.22%
FLOW TRADERS U.S. LLC 41,169$1,640,0000.11%
Sunbelt Securities, Inc. 12,488$498,0000.10%
Glassman Wealth Services 8,680$346,0000.04%
THRIVENT FINANCIAL FOR LUTHERANS 270,610$10,782,0000.02%
Stonehage Fleming Financial Services Holdings Ltd 18,000$717,0000.02%
View complete list of ISHARES TR shareholders