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H&R Block shares owned by Creative Planning

Quarter-by-quarter ownership of H&R Block (HRB) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in H&R Block

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All positions including H&R Block held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in H&R Block by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.5M 86k 63.55
2024-06-30 $2.5M 46k 54.20
2024-03-31 $2.4M 49k 49.10
2023-12-31 $2.1M 43k 48.36
2023-09-30 $1.8M 42k 43.06
2023-06-30 $2.5M 77k 31.87
2023-03-31 $1.3M 36k 35.25
2022-12-31 $1.2M 34k 36.51
2022-09-30 $1.5M 36k 42.55
2022-06-30 $1.2M 34k 35.31
2022-03-31 $832k 32k 26.03
2021-12-31 $723k 31k 23.55
2021-09-30 $642k 26k 24.98
2021-06-30 $547k 23k 23.49
2021-03-31 $798k 37k 21.79
2020-12-31 $755k 48k 15.86
2020-09-30 $412k 25k 16.29
2020-06-30 $227k 16k 14.28
2020-03-31 $210k 15k 14.06
2019-12-31 $595k 25k 23.46
2019-09-30 $261k 11k 23.62
2019-06-30 $318k 11k 29.29
2018-12-31 $214k 8.4k 25.34
2017-06-30 $149k 4.8k 31.01
2017-03-31 $148k 6.4k 23.27
2016-12-31 $195k 8.5k 22.98
2016-09-30 $191k 8.2k 23.19
2016-06-30 $105k 4.6k 22.93
2016-03-31 $76k 2.9k 26.45
2015-12-31 $73k 2.2k 33.29
2015-09-30 $61k 1.7k 36.09
2015-03-31 $55k 1.7k 32.03
2014-12-31 $70k 2.1k 33.48
2014-09-30 $257k 8.3k 30.96
2014-06-30 $121k 3.6k 33.43
2014-03-31 $67k 2.2k 30.02
2013-12-31 $65k 2.2k 29.16
2013-09-30 $54k 2.0k 26.85
2013-06-30 $115k 4.2k 27.68
2012-12-31 $54k 2.9k 18.72
2012-09-30 $142k 8.2k 17.36
2012-06-30 $38k 2.4k 15.81
2011-12-31 $36k 2.2k 16.19

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Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
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Vanguard Index Fds Mid Cap Etf (VO)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding H&R Block

FMR
BlackRock
Vanguard Group
Charles Schwab Investment Management
State Street Corporation
Hanna Zanoni
Robeco Investment Management
Pacer Advisors
Geode Capital Management
Wellington Management Company
Dimensional Fund Advisors
Northern Trust
AQR Capital Management
Lazard Asset Management
Arrowstreet Capital, Limited Partnership

View all funds holding H&R Block