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ISHARES TR MSCI Small Cap msci small cap shares owned by Creative Planning

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in ISHARES TR MSCI Small Cap msci small cap by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $320M 5.2M 61.90
2023-09-30 $295M 5.2M 56.47
2023-06-30 $315M 5.3M 58.98
2023-03-31 $309M 5.2M 59.51
2022-12-31 $302M 5.4M 56.48
2022-09-30 $244M 5.0M 48.78
2022-06-30 $268M 4.9M 54.59
2022-03-31 $318M 4.8M 66.34
2021-12-31 $361M 4.9M 73.09
2021-09-30 $334M 4.5M 74.41
2021-06-30 $329M 4.4M 74.16
2021-03-31 $341M 4.7M 71.84
2020-12-31 $330M 4.8M 68.35
2020-09-30 $285M 4.8M 58.99
2020-06-30 $263M 4.9M 53.62
2020-03-31 $213M 4.7M 44.83
2019-12-31 $352M 5.7M 62.28
2019-09-30 $322M 5.6M 57.23
2019-06-30 $323M 5.6M 57.40
2019-03-31 $328M 5.7M 57.44
2018-12-31 $304M 5.9M 51.82
2018-09-30 $426M 6.8M 62.28
2018-06-30 $443M 7.1M 62.74
2018-03-31 $471M 7.2M 65.19
2017-12-31 $476M 7.4M 64.50
2017-09-30 $441M 7.1M 62.00
2017-06-30 $378M 6.5M 57.84
2017-03-31 $327M 5.9M 55.94
2016-12-31 $255M 5.1M 49.79
2016-09-30 $244M 4.7M 52.26
2016-06-30 $200M 4.1M 48.15
2016-03-31 $187M 3.8M 49.80
2015-12-31 $200M 4.0M 49.95
2015-09-30 $172M 3.6M 47.77
2015-06-30 $175M 3.4M 51.02
2015-03-31 $147M 3.0M 49.47
2014-12-31 $103M 2.2M 46.71
2014-09-30 $78M 1.6M 48.50
2014-06-30 $73M 1.4M 52.92
2014-03-31 $52M 989k 52.20
2013-12-31 $31M 610k 50.98
2013-09-30 $11M 225k 48.51
2013-06-30 $1.5M 35k 41.95
2012-12-31 $1.8M 45k 40.71
2012-09-30 $565k 15k 38.69
2012-06-30 $560k 16k 36.13
2011-12-31 $344k 9.9k 34.72

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 TR MSCI Small Cap msci small cap

Natixis Asset Management Advisors
State of New Jersey Common Pension Fund D
Creative Planning
Tiaa Trust, National Association
Matson Money
Bank of New York Mellon
Goldman Sachs Group
Bank of America Corporation
Pnc Financial Services
Modera Wealth Management
Washington Trust Bank
BKD Wealth Advisors
Jane Street
UBS Group
HighTower Advisors

View all funds holding ISHARES TR MSCI Small Cap msci small cap