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iShares Dow Jones U.S. Index Fund shares owned by Creative Planning

Quarter-by-quarter ownership of iShares Dow Jones U.S. Index Fund (IYY) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares Dow Jones U.S. Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones U.S. Index Fund 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 U.S. Index Fund by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.7M 41k 116.53
2023-09-30 $4.3M 41k 104.48
2023-06-30 $4.4M 41k 108.33
2023-03-31 $4.2M 42k 100.07
2022-12-31 $3.7M 40k 93.45
2022-09-30 $3.3M 38k 87.70
2022-06-30 $3.5M 38k 92.35
2022-03-31 $4.2M 38k 111.34
2021-12-31 $4.4M 37k 117.84
2021-09-30 $4.3M 40k 107.88
2021-06-30 $4.0M 37k 107.97
2021-03-31 $3.7M 37k 99.87
2020-12-31 $3.5M 37k 94.31
2020-09-30 $3.1M 18k 166.69
2020-06-30 $2.9M 19k 153.08
2020-03-31 $2.4M 19k 126.17
2019-12-31 $3.0M 19k 159.64
2019-09-30 $2.9M 20k 147.56
2019-06-30 $2.9M 20k 146.14
2019-03-31 $2.8M 20k 141.24
2018-12-31 $2.4M 19k 124.47
2018-09-30 $2.8M 19k 145.53
2018-06-30 $2.6M 19k 136.37
2018-03-31 $2.5M 19k 132.12
2017-12-31 $2.6M 19k 133.60
2017-09-30 $2.4M 19k 126.01
2017-06-30 $2.3M 19k 121.31
2017-03-31 $2.3M 19k 118.28
2016-12-31 $2.2M 19k 112.02
2016-09-30 $2.3M 22k 108.54
2016-06-30 $2.3M 22k 104.65
2016-03-31 $2.2M 22k 102.50
2015-12-31 $2.2M 22k 101.97
2015-09-30 $2.2M 23k 96.47
2015-06-30 $2.1M 20k 104.25
2015-03-31 $2.1M 20k 104.83
2014-12-31 $2.0M 20k 103.57
2014-09-30 $2.0M 20k 99.17
2014-06-30 $2.0M 20k 99.12
2014-03-31 $1.9M 20k 94.82
2013-12-31 $2.0M 22k 93.34
2013-09-30 $1.7M 20k 85.20
2013-06-30 $1.6M 20k 80.67
2012-12-31 $1.7M 24k 71.65
2012-09-30 $1.8M 26k 72.00
2012-06-30 $1.9M 28k 68.15
2011-12-31 $1.7M 27k 62.94

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)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr Portfolio S&p500 (SPLG)

View all positions for Creative Planning

Top funds holding iShares Dow Jones U.S. Index Fund

Pnc Financial Services
Savant Capital Management
Bank of America Corporation
Commonwealth Equity Services
Wells Fargo & Company
Royal Bank of Canada
UBS Group
Advisor Group Holdings
Bank Of Montreal
Goldman Sachs Group
Raymond James Financial Services Advisors
Creative Planning
Captrust Financial Advisors
Wealth Enhancement Advisory Services
Wedbush Morgan Securities

View all funds holding iShares Dow Jones U.S. Index Fund