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iShares Dow Jones EPAC Sel Div Ind shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones EPAC Sel Div Ind (IDV) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones EPAC Sel Div Ind

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones EPAC Sel Div 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 EPAC Sel Div Ind by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.3M 117k 28.04
2023-12-31 $3.0M 107k 27.99
2023-09-30 $2.2M 88k 25.41
2023-06-30 $2.5M 96k 26.33
2023-03-31 $2.6M 95k 27.49
2022-12-31 $2.9M 108k 27.16
2022-09-30 $1.5M 66k 22.52
2022-06-30 $2.6M 97k 27.16
2022-03-31 $3.0M 94k 31.77
2021-12-31 $871k 28k 31.17
2021-09-30 $1.7M 55k 30.42
2021-06-30 $1.7M 53k 32.41
2021-03-31 $2.0M 63k 31.47
2020-12-31 $1.7M 59k 29.47
2020-09-30 $1.5M 61k 24.93
2020-06-30 $1.4M 56k 25.12
2020-03-31 $1.2M 51k 22.60
2019-12-31 $3.2M 96k 33.57
2019-09-30 $2.9M 93k 30.74
2019-06-30 $2.9M 94k 30.72
2019-03-31 $2.9M 94k 30.86
2018-12-31 $2.7M 94k 28.71
2018-09-30 $2.6M 81k 32.62
2018-06-30 $2.6M 80k 32.05
2018-03-31 $2.6M 79k 33.01
2017-12-31 $2.7M 79k 33.79
2017-09-30 $2.7M 80k 33.76
2017-06-30 $2.6M 79k 32.72
2017-03-31 $1.4M 45k 31.46
2016-12-31 $1.4M 47k 29.55
2016-09-30 $1.2M 41k 29.98
2016-06-30 $1.0M 35k 28.63
2016-03-31 $1.0M 35k 29.00
2015-12-31 $1.1M 39k 28.72
2015-09-30 $89k 3.2k 28.07
2015-03-31 $60k 1.8k 33.78
2014-12-31 $111k 3.3k 33.72
2014-09-30 $61k 1.7k 35.92
2014-06-30 $98k 2.4k 40.02
2014-03-31 $95k 2.4k 38.79
2013-12-31 $95k 2.5k 37.88
2013-09-30 $43k 1.2k 36.47
2013-06-30 $48k 1.5k 32.15
2012-12-31 $49k 1.5k 33.54
2012-09-30 $46k 1.5k 31.49
2012-06-30 $44k 1.5k 30.12

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)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares Dow Jones EPAC Sel Div Ind

Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Ameriprise Financial
UBS Group
Wells Fargo & Company
Mercer Global Advisors
Bank of New York Mellon
LPL Financial
Us Bancorp
Royal Bank of Canada
Scotia Capital
Alliancebernstein
Orion Portfolio Solutions
Regions Bank

View all funds holding iShares Dow Jones EPAC Sel Div Ind