iShares S&P 500 Index shares owned by Creative Planning
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.6B | 20M | 477.63 |
| 2023-09-30 | $8.6B | 20M | 429.43 |
| 2023-06-30 | $8.9B | 20M | 445.71 |
| 2023-03-31 | $7.8B | 19M | 411.08 |
| 2022-12-31 | $7.2B | 19M | 384.21 |
| 2022-09-30 | $6.7B | 19M | 358.65 |
| 2022-06-30 | $7.2B | 19M | 379.15 |
| 2022-03-31 | $7.6B | 17M | 453.69 |
| 2021-12-31 | $7.8B | 16M | 476.99 |
| 2021-09-30 | $6.6B | 15M | 430.82 |
| 2021-06-30 | $6.2B | 14M | 429.92 |
| 2021-03-31 | $5.3B | 13M | 397.82 |
| 2020-12-31 | $4.5B | 12M | 375.38 |
| 2020-09-30 | $3.6B | 11M | 336.06 |
| 2020-06-30 | $3.2B | 10M | 309.69 |
| 2020-03-31 | $2.5B | 9.8M | 258.40 |
| 2019-12-31 | $2.6B | 8.1M | 323.24 |
| 2019-09-30 | $2.4B | 7.9M | 298.46 |
| 2019-06-30 | $2.3B | 7.7M | 294.60 |
| 2019-03-31 | $2.1B | 7.5M | 284.63 |
| 2018-12-31 | $1.8B | 7.3M | 251.54 |
| 2018-09-30 | $2.3B | 7.9M | 292.73 |
| 2018-06-30 | $2.1B | 7.8M | 273.05 |
| 2018-03-31 | $2.1B | 7.8M | 265.27 |
| 2017-12-31 | $1.9B | 7.2M | 268.86 |
| 2017-09-30 | $1.7B | 6.5M | 252.69 |
| 2017-06-30 | $1.5B | 6.0M | 243.41 |
| 2017-03-31 | $1.3B | 5.4M | 237.27 |
| 2016-12-31 | $1.1B | 4.8M | 224.98 |
| 2016-09-30 | $983M | 4.5M | 217.56 |
| 2016-06-30 | $876M | 4.2M | 210.51 |
| 2016-03-31 | $787M | 3.8M | 206.65 |
| 2015-12-31 | $746M | 3.6M | 204.87 |
| 2015-09-30 | $635M | 3.3M | 192.71 |
| 2015-06-30 | $617M | 3.0M | 207.22 |
| 2015-03-31 | $554M | 2.7M | 207.83 |
| 2014-12-31 | $488M | 2.4M | 206.87 |
| 2014-09-30 | $398M | 2.0M | 198.26 |
| 2014-06-30 | $344M | 1.7M | 197.00 |
| 2014-03-31 | $264M | 1.4M | 188.14 |
| 2013-12-31 | $204M | 1.1M | 185.65 |
| 2013-09-30 | $123M | 726k | 168.90 |
| 2013-06-30 | $85M | 526k | 160.88 |
| 2012-12-31 | $63M | 440k | 143.14 |
| 2012-09-30 | $58M | 399k | 144.40 |
| 2012-06-30 | $55M | 402k | 136.75 |
| 2011-12-31 | $42M | 336k | 125.96 |