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iShares Dow Jones Transport. Avg. shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones Transport. Avg.

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones Transport. Avg. 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 Transport. Avg. by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 24k 71.71
2025-06-30 $1.7M 25k 68.54
2025-03-31 $1.6M 26k 64.03
2024-12-31 $1.8M 26k 67.57
2024-09-30 $1.8M 26k 68.91
2024-06-30 $1.6M 25k 65.43
2024-03-31 $1.8M 26k 70.40
2023-12-31 $1.7M 6.4k 262.44
2023-09-30 $1.9M 7.9k 233.77
2023-06-30 $1.6M 6.4k 249.82
2023-03-31 $1.5M 6.7k 227.84
2022-12-31 $1.3M 5.9k 213.55
2022-09-30 $1.1M 5.8k 196.48
2022-06-30 $998k 4.7k 212.88
2022-03-31 $1.3M 4.8k 270.02
2021-12-31 $1.2M 4.3k 276.39
2021-09-30 $1.1M 4.6k 243.10
2021-06-30 $1.2M 4.7k 259.95
2021-03-31 $1.2M 4.7k 257.63
2020-12-31 $1.1M 5.0k 220.46
2020-09-30 $983k 4.9k 198.95
2020-06-30 $418k 2.6k 162.58
2020-03-31 $342k 2.5k 138.07
2019-12-31 $486k 2.5k 195.42
2019-09-30 $463k 2.5k 186.17
2019-06-30 $468k 2.5k 188.18
2019-03-31 $480k 2.6k 187.35
2018-12-31 $433k 2.6k 165.14
2018-09-30 $525k 2.6k 204.60
2018-06-30 $479k 2.6k 186.24
2018-03-31 $1.1M 6.1k 187.09
2017-12-31 $499k 2.6k 191.55
2017-09-30 $460k 2.6k 178.57
2017-06-30 $1.2M 6.9k 172.00
2017-03-31 $619k 3.8k 163.93
2016-12-31 $247k 1.5k 162.93
2016-09-30 $194k 1.3k 145.43
2016-06-30 $192k 1.4k 133.89
2016-03-31 $222k 1.6k 142.49
2015-12-31 $132k 979 134.83
2015-09-30 $192k 1.4k 140.25
2015-03-31 $187k 1.2k 156.62
2014-12-31 $240k 1.5k 163.93
2014-09-30 $98k 650 150.77
2014-06-30 $85k 575 147.83
2014-03-31 $83k 615 134.96
2013-12-31 $53k 400 132.50
2013-09-30 $165k 1.4k 117.86
2013-06-30 $11k 100 110.00

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 Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding iShares Dow Jones Transport. Avg.

Morgan Stanley
Goldman Sachs Group
First Financial Bankshares
Two Sigma Investments
Wells Fargo & Company
LPL Financial
UBS Group
Barclays
Healthcare Of Ontario Pension Plan Trust Fund
Hudson Bay Capital Management
Raymond James Financial
Jpmorgan Chase & Co
Commonwealth Equity Services
J. Goldman & Co
Advisor Group Holdings

View all funds holding iShares Dow Jones Transport. Avg.