Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IBTG and the CUSIP is 46436E858. A total of 70 filers reported holding ISHARES TR in Q4 2022. 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$1,286,340
+14.2%
57,247
+15.1%
0.00%0.0%
Q2 2023$1,126,317
-6.2%
49,727
-4.4%
0.00%0.0%
Q1 2023$1,201,129
-4.7%
52,042
-6.2%
0.00%0.0%
Q4 2022$1,260,387
+190.4%
55,487
+189.5%
0.00%
+100.0%
Q3 2022$434,000
+95.5%
19,167
+103.3%
0.00%
Q2 2022$222,0009,4270.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Royal Harbor Partners, LLC 108,896$2,473,5731.53%
Capital Investment Advisors, LLC 1,469,885$33,3881.01%
Denver PWM, LLC 56,653$1,286,8760.61%
4J Wealth Management LLC 20,012$454,5750.53%
Krilogy Financial LLC 190,517$4,327,5940.41%
Sargent Bickham Lagudis LLC 213,810$4,856,6810.40%
W.H. Cornerstone Investments Inc. 17,539$403,9330.38%
Conrad Siegel Investment Advisors, Inc. 13,415$304,7220.30%
CONFLUENCE INVESTMENT MANAGEMENT LLC 892,501$20,2730.30%
COUNTRY CLUB BANK /GFN 118,080$2,682,1870.23%
View complete list of ISHARES TR shareholders