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iShares Dow Jones US Real Estate shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones US Real Estate (IYR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones US Real Estate

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All positions including iShares Dow Jones US Real Estate held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Real Estate by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 14k 101.87
2024-06-30 $1.3M 14k 87.74
2024-03-31 $1.4M 15k 89.90
2023-12-31 $1.3M 14k 91.41
2023-09-30 $1.2M 16k 78.14
2023-06-30 $1.2M 14k 86.54
2023-03-31 $1.1M 13k 84.90
2022-12-31 $1.1M 13k 84.19
2022-09-30 $1.1M 13k 81.40
2022-06-30 $1.2M 13k 91.97
2022-03-31 $1.4M 13k 108.23
2021-12-31 $1.3M 11k 116.18
2021-09-30 $1.1M 11k 102.39
2021-06-30 $1.1M 11k 101.93
2021-03-31 $1.1M 12k 91.90
2020-12-31 $972k 11k 85.69
2020-09-30 $900k 11k 79.85
2020-06-30 $822k 10k 78.81
2020-03-31 $500k 7.2k 69.51
2019-12-31 $763k 8.2k 93.07
2019-09-30 $914k 9.8k 93.53
2019-06-30 $882k 10k 87.35
2019-03-31 $829k 9.5k 87.02
2018-12-31 $801k 11k 74.92
2018-09-30 $754k 9.4k 80.01
2018-06-30 $798k 9.9k 80.54
2018-03-31 $1.3M 17k 75.46
2017-12-31 $796k 9.8k 81.03
2017-09-30 $708k 8.9k 79.88
2017-06-30 $953k 12k 79.78
2017-03-31 $934k 12k 78.51
2016-12-31 $1.0M 14k 76.92
2016-09-30 $995k 12k 80.62
2016-06-30 $834k 10k 82.41
2016-03-31 $1.2M 16k 77.85
2015-12-31 $527k 7.0k 75.06
2015-09-30 $873k 12k 70.93
2015-03-31 $1.3M 17k 79.34
2014-12-31 $1.7M 22k 76.82
2014-09-30 $584k 8.4k 69.15
2014-06-30 $541k 7.5k 71.73
2014-03-31 $323k 4.8k 67.59
2013-12-31 $165k 2.6k 62.95
2013-09-30 $138k 2.2k 63.86
2013-06-30 $142k 2.1k 66.48
2012-12-31 $129k 2.0k 64.86
2012-09-30 $128k 2.0k 64.35
2012-06-30 $95k 1.5k 63.93
2011-12-31 $97k 1.7k 56.63

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 Dow Jones US Real Estate

Barclays
Jane Street
WealthNavi
Cibc World Markets
Bank of America Corporation
Susquehanna International
Morgan Stanley
Citadel Advisors
Bnp Paribas Arbitrage, Snc
One William Street Capital Management
Goldman Sachs Group
Wolverine Trading
Squarepoint Ops
BlackRock
Twin Tree Management

View all funds holding iShares Dow Jones US Real Estate