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Ishares Tr shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr (ISVL) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares Tr

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

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Quarterly reported holdings in Ishares Tr by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $664k 19k 35.46
2023-12-31 $638k 19k 34.06
2023-09-30 $575k 19k 30.72
2023-06-30 $592k 19k 31.62
2023-03-31 $594k 19k 31.75
2022-12-31 $565k 19k 30.15
2022-09-30 $484k 19k 25.85