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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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All positions including Ishares Tr fund 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 fund by Creative Planning

Quarter filed Position value Share count Share price at filing
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