Ishares Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 12k | 22.15 |
| 2025-06-30 | $299k | 14k | 21.98 |
| 2025-03-31 | $524k | 24k | 21.72 |
| 2024-12-31 | $448k | 21k | 21.36 |
| 2023-09-30 | $7.4k | 362 | 20.38 |