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Ibotta shares owned by Creative Planning

Quarter-by-quarter ownership of Ibotta (IBTA) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ibotta

Tip: Access up to 7 years of quarterly data

All positions including Ibotta held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ibotta by Creative Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $249k 7.3k 34.16

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust St Str P400mid (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str P500etf (SPYM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Creative Planning

Top funds holding Ibotta

Koch
D. E. Shaw & Co
Hsbc Holdings
BlackRock
Citigroup
Vanguard Capital Management
Notable Capital Management
Bnp Paribas Arbitrage, Snc
State Street Corporation
Geode Capital Management
Morgan Stanley
Renaissance Technologies
Bank of America Corporation
Deutsche Bank Aktiengesellschaft
UBS Group

View all funds holding Ibotta