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iShares S&P Global Energy Sector shares owned by Creative Planning

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector 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 Global Energy Sector by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 43k 38.18
2024-09-30 $474k 12k 40.48
2024-06-30 $694k 17k 41.51
2024-03-31 $737k 17k 42.95
2023-12-31 $592k 15k 39.11
2023-09-30 $477k 12k 41.26
2023-06-30 $376k 10k 37.22
2023-03-31 $395k 11k 37.76
2022-12-31 $436k 11k 38.99
2022-09-30 $240k 7.2k 33.31
2022-06-30 $354k 10k 33.93
2022-03-31 $302k 8.4k 36.15
2021-12-31 $223k 8.1k 27.51
2021-03-31 $263k 11k 24.69
2018-03-31 $505k 15k 33.95
2017-12-31 $1.3M 37k 35.54
2017-06-30 $61k 2.0k 31.00
2017-03-31 $214k 6.5k 33.14
2016-12-31 $201k 5.8k 34.79
2016-09-30 $36k 1.1k 33.03
2016-06-30 $115k 3.6k 32.30
2016-03-31 $96k 3.3k 29.40
2015-12-31 $92k 3.3k 28.18
2015-09-30 $76k 2.7k 28.52
2015-03-31 $953k 27k 35.68
2014-12-31 $198k 5.3k 37.16
2014-09-30 $225k 5.1k 43.88
2014-06-30 $249k 5.1k 48.56
2014-03-31 $233k 5.3k 43.69
2013-12-31 $230k 5.3k 43.13
2013-09-30 $100k 2.4k 41.10
2013-06-30 $28k 719 38.94
2012-12-31 $13k 333 39.04
2012-09-30 $999 33 30.30
2012-06-30 $11k 316 34.81
2011-12-31 $12k 316 37.97

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 Ser Tr Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Bank of America Corporation
Jpmorgan Chase & Co
Morgan Stanley
Envestnet Asset Management
Dynasty Wealth Management
Colony
LPL Financial
Evergreen Capital Management
UBS Group
Goldman Sachs Group
Verger Capital Management
Jane Street
Wells Fargo & Company
Versant Capital Management

View all funds holding iShares S&P Global Energy Sector