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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
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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Raymond James Financial Services Advisors
Baird Financial
Commonwealth Equity Services
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index