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iShares S&P SmallCap 600 Index shares owned by Creative Planning

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $166M 1.4M 116.96
2024-06-30 $157M 1.5M 106.68
2024-03-31 $168M 1.5M 110.52
2023-12-31 $177M 1.6M 108.25
2023-09-30 $142M 1.5M 94.33
2023-06-30 $140M 1.4M 99.65
2023-03-31 $142M 1.5M 96.70
2022-12-31 $165M 1.7M 94.64
2022-09-30 $95M 1.1M 87.19
2022-06-30 $105M 1.1M 92.41
2022-03-31 $108M 1.0M 107.88
2021-12-31 $107M 937k 114.51
2021-09-30 $103M 947k 109.19
2021-06-30 $122M 1.1M 112.98
2021-03-31 $92M 850k 108.53
2020-12-31 $80M 872k 91.90
2020-09-30 $61M 870k 70.23
2020-06-30 $51M 750k 68.29
2020-03-31 $41M 732k 56.11
2019-12-31 $63M 745k 83.85
2019-09-30 $57M 737k 77.84
2019-06-30 $57M 722k 78.28
2019-03-31 $34M 441k 77.16
2018-12-31 $30M 433k 69.28
2018-09-30 $39M 444k 87.25
2018-06-30 $35M 423k 83.46
2018-03-31 $32M 411k 76.97
2017-12-31 $31M 406k 76.79
2017-09-30 $29M 395k 74.19
2017-06-30 $27M 387k 70.11
2017-03-31 $26M 373k 69.22
2016-12-31 $25M 184k 137.52
2016-09-30 $22M 180k 124.15
2016-06-30 $20M 168k 116.21
2016-03-31 $20M 176k 112.57
2015-12-31 $21M 190k 110.11
2015-09-30 $21M 192k 106.57
2015-06-30 $22M 183k 117.88
2015-03-31 $22M 187k 118.03
2014-12-31 $21M 179k 114.06
2014-09-30 $17M 166k 104.30
2014-06-30 $18M 161k 112.09
2014-03-31 $18M 164k 110.14
2013-12-31 $18M 168k 109.13
2013-09-30 $17M 166k 99.80
2013-06-30 $15M 161k 90.31
2012-12-31 $11M 146k 78.10
2012-09-30 $11M 140k 77.07
2012-06-30 $10M 142k 73.27
2011-12-31 $8.8M 129k 68.30

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
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 iShares S&P SmallCap 600 Index

Northwestern Mutual Wealth Management Company
Bank of America Corporation
Morgan Stanley
Envestnet Asset Management
Wells Fargo & Company
LPL Financial
Bank of New York Mellon
Goldman Sachs Group
Raymond James & Associates
First Command Advisory Services
Northern Trust
Financial Engines Advisors L.L.C
Pnc Financial Services
BlackRock
Royal Bank of Canada

View all funds holding iShares S&P SmallCap 600 Index