Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 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
Q3 2023$7,130,732
-8.7%
194,882
-2.5%
0.01%0.0%
Q2 2023$7,809,668
+18.7%
199,838
+13.3%
0.01%
+11.1%
Q1 2023$6,581,250
+21.1%
176,346
+17.6%
0.01%
+12.5%
Q4 2022$5,435,730
+58.9%
149,910
+41.3%
0.01%
+33.3%
Q3 2022$3,421,000
+46.3%
106,098
+54.4%
0.01%
+50.0%
Q2 2022$2,339,000
+150.2%
68,705
+186.2%
0.00%
+300.0%
Q1 2022$935,000
+128.6%
24,009
+124.8%
0.00%0.0%
Q4 2021$409,000
+10.8%
10,682
-1.2%
0.00%0.0%
Q3 2021$369,000
-3.4%
10,814
+0.0%
0.00%0.0%
Q2 2021$382,00010,8100.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders