Creative Planning - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 214 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Creative Planning ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,539,311
-20.4%
230,997
-20.5%
0.01%
-25.0%
Q1 2024$6,957,696
+6.0%
290,631
+5.7%
0.01%
-33.3%
Q4 2023$6,562,506
+7.8%
275,042
+7.7%
0.01%
+50.0%
Q3 2023$6,085,791
-3.5%
255,276
-3.7%
0.01%0.0%
Q2 2023$6,308,965
-8.8%
265,083
-8.0%
0.01%
-20.0%
Q1 2023$6,920,436
-16.4%
288,231
-16.9%
0.01%
-16.7%
Q4 2022$8,275,547
+74.9%
346,983
+75.7%
0.01%
+50.0%
Q3 2022$4,731,000
+824.0%
197,534
+842.7%
0.01%
+700.0%
Q2 2022$512,00020,9550.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Horizon Advisory Services, Inc. 708,356$16,986,3768.13%
Campbell Wealth Management 865,768$20,7616.70%
Denver PWM, LLC 638,378$15,308,3066.11%
Financial Strategies Group, Inc. 909,284$21,740,9785.47%
Kerntke Otto McGlone Wealth Management Group 219,561$5,265,0814.92%
Trinity Wealth Management, LLC 406,275$9,742,4754.86%
Scissortail Wealth Management, LLC 686,569$16,463,8824.19%
MKT Advisors LLC 331,864$7,934,8773.95%
Hills Bank & Trust Co 1,998,580$47,925,9483.88%
Atlantic Private Wealth, LLC 175,616$4,211,2763.43%
View complete list of ISHARES TR shareholders