Ishares Tr s^p aggr all shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 13k | 88.14 |
| 2025-06-30 | $1.6M | 19k | 83.40 |
| 2025-03-31 | $1.0M | 14k | 76.50 |
| 2024-12-31 | $1.0M | 13k | 76.61 |
| 2024-09-30 | $1.1M | 14k | 78.91 |
| 2024-06-30 | $1.0M | 14k | 74.78 |
| 2024-03-31 | $910k | 12k | 73.46 |
| 2023-12-31 | $830k | 12k | 69.05 |
| 2023-09-30 | $677k | 11k | 63.49 |
| 2023-06-30 | $704k | 11k | 66.34 |
| 2023-03-31 | $684k | 11k | 63.59 |
| 2022-12-31 | $645k | 11k | 59.75 |
| 2022-09-30 | $538k | 9.7k | 55.48 |
| 2022-06-30 | $633k | 11k | 59.85 |
| 2022-03-31 | $725k | 11k | 68.91 |
| 2021-12-31 | $793k | 11k | 72.82 |
| 2021-09-30 | $675k | 9.7k | 69.76 |
| 2021-06-30 | $685k | 9.7k | 70.61 |
| 2021-03-31 | $691k | 10k | 66.92 |
| 2020-12-31 | $635k | 9.9k | 64.14 |
| 2020-09-30 | $579k | 10k | 58.05 |
| 2020-06-30 | $551k | 10k | 54.83 |
| 2020-03-31 | $477k | 10k | 47.51 |
| 2019-12-31 | $234k | 4.0k | 58.08 |
| 2017-06-30 | $45k | 861 | 52.26 |
| 2017-03-31 | $39k | 790 | 49.37 |
| 2016-12-31 | $40k | 846 | 47.28 |
| 2016-09-30 | $95k | 2.0k | 47.24 |
| 2016-06-30 | $35k | 765 | 45.75 |
| 2016-03-31 | $39k | 866 | 45.03 |
| 2015-12-31 | $42k | 944 | 44.49 |
| 2015-09-30 | $49k | 1.1k | 43.32 |
| 2015-03-31 | $59k | 1.2k | 47.62 |
| 2014-12-31 | $52k | 1.1k | 46.51 |
| 2014-09-30 | $79k | 1.7k | 45.80 |
| 2014-06-30 | $63k | 1.3k | 46.91 |
| 2014-03-31 | $63k | 1.4k | 45.16 |
| 2013-12-31 | $49k | 1.1k | 45.00 |
| 2013-09-30 | $31k | 749 | 41.39 |
| 2013-06-30 | $14k | 343 | 40.82 |
| 2012-12-31 | $7.0k | 200 | 35.00 |
| 2012-09-30 | $141k | 3.8k | 36.72 |
| 2012-06-30 | $105k | 3.0k | 35.00 |