Ishares Tr fund shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr fund
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Quarterly reported holdings in Ishares Tr fund by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 158k | 48.13 |
| 2025-06-30 | $6.7M | 141k | 47.67 |
| 2025-03-31 | $6.0M | 127k | 47.36 |
| 2024-12-31 | $5.6M | 119k | 46.62 |
| 2024-09-30 | $5.6M | 115k | 48.34 |
| 2024-06-30 | $5.3M | 113k | 46.54 |
| 2024-03-31 | $4.5M | 96k | 46.89 |
| 2023-12-31 | $3.3M | 70k | 47.23 |
| 2023-09-30 | $2.6M | 58k | 45.13 |
| 2023-06-30 | $2.4M | 51k | 46.54 |
| 2023-03-31 | $2.3M | 48k | 47.09 |
| 2022-12-31 | $2.2M | 48k | 45.97 |
| 2022-09-30 | $1.9M | 42k | 45.56 |
| 2022-06-30 | $1.8M | 39k | 47.76 |
| 2022-03-31 | $1.8M | 35k | 50.57 |
| 2021-12-31 | $2.3M | 43k | 54.26 |
| 2021-09-30 | $2.0M | 36k | 54.87 |
| 2021-06-30 | $1.7M | 31k | 54.75 |
| 2021-03-31 | $1.0M | 18k | 54.64 |
| 2020-12-31 | $370k | 6.6k | 56.27 |