Ishares Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr (IBDW) 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 csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $987k | 47k | 21.15 |
| 2025-09-30 | $997k | 47k | 21.22 |
| 2025-06-30 | $990k | 47k | 21.04 |
| 2025-03-31 | $1.4M | 69k | 20.75 |
| 2024-12-31 | $828k | 41k | 20.35 |