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iShares Dow Jones US Reg Banks Ind. shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones US Reg Banks Ind. (IAT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones US Reg Banks Ind.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Reg Banks Ind. held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Reg Banks Ind. by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 25k 41.85
2023-09-30 $360k 11k 33.60
2023-06-30 $510k 15k 33.85
2023-03-31 $442k 12k 35.79
2022-12-31 $506k 11k 47.64
2022-09-30 $493k 10k 47.78
2022-06-30 $508k 10k 49.25
2022-03-31 $1.4M 23k 58.92
2021-12-31 $1.3M 21k 61.75
2021-09-30 $1.2M 21k 60.57
2021-06-30 $1.2M 21k 57.52
2021-03-31 $1.4M 25k 56.68
2020-12-31 $1.2M 26k 45.33
2020-09-30 $435k 13k 32.76
2020-06-30 $394k 12k 33.80
2018-12-31 $470k 12k 39.85
2018-09-30 $588k 12k 49.01
2018-06-30 $587k 12k 49.17
2018-03-31 $599k 12k 50.39
2017-12-31 $586k 12k 49.29
2017-06-30 $30k 669 44.84
2017-03-31 $72k 1.6k 44.86
2016-12-31 $184k 4.1k 45.34
2016-09-30 $15k 423 35.46
2016-06-30 $62k 1.9k 32.63
2016-03-31 $60k 1.9k 31.58
2015-12-31 $66k 1.9k 34.74
2015-09-30 $74k 2.2k 33.64
2015-03-31 $7.0k 192 36.46
2014-09-30 $58k 1.7k 33.37
2014-06-30 $61k 1.7k 34.94
2014-03-31 $61k 1.7k 35.10
2013-12-31 $57k 1.7k 32.80
2013-09-30 $58k 1.9k 29.93
2013-06-30 $63k 2.2k 29.21

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares Dow Jones US Reg Banks Ind.

Bank of America Corporation
Royal Bank of Canada
Us Bancorp
Wells Fargo & Company
Branch Banking & Trust Company
Jpmorgan Chase & Co
Raymond James Financial Services Advisors
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Abundance Wealth Counselors
UBS Group
Crestwood Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

View all funds holding iShares Dow Jones US Reg Banks Ind.