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Ishares Tr shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr (DMAX) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares Tr

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All positions including Ishares Tr 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 by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $576k 22k 26.42
2025-06-30 $563k 22k 25.80

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Ishares Tr Core S&p500 Etf (IVV)
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Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
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American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Ishares Tr

Strategic Blueprint
Crown Wealth Group
BlackRock
FC Advisory
Grantvest Financial Group
KM Capital Management
Blue Sky Capital Consultants Group
Envestnet Asset Management
Crewe Advisors
Amplius Wealth Advisors
Elwood & Goetz Wealth Advisory Group
Cetera Investment Advisers
Creative Planning
Susquehanna International
Crosspoint Financial

View all funds holding Ishares Tr