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Ishares Tr Msci Usa Momentum Factor shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr Msci Usa Momentum Factor (MTUM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares Tr Msci Usa Momentum Factor

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Msci Usa Momentum Factor held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Msci Usa Momentum Factor by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.1M 33k 156.89
2023-09-30 $5.3M 38k 139.70
2023-06-30 $6.7M 47k 144.25
2023-03-31 $6.8M 49k 139.04
2022-12-31 $7.4M 51k 145.93
2022-09-30 $7.1M 54k 131.18
2022-06-30 $7.8M 57k 136.37
2022-03-31 $9.1M 54k 168.28
2021-12-31 $10M 55k 181.81
2021-09-30 $10M 59k 175.59
2021-06-30 $11M 62k 173.42
2021-03-31 $9.2M 57k 160.87
2020-12-31 $9.2M 57k 161.28
2020-09-30 $8.6M 59k 147.40
2020-06-30 $827k 6.3k 130.98
2020-03-31 $489k 4.6k 106.42
2019-12-31 $763k 6.1k 125.64
2019-09-30 $616k 5.2k 119.26
2019-06-30 $447k 3.8k 118.66
2019-03-31 $341k 3.0k 112.06
2018-12-31 $596k 5.9k 100.18
2018-09-30 $1.3M 11k 118.96
2018-06-30 $1.7M 16k 109.70
2018-03-31 $1.3M 12k 105.88
2017-12-31 $647k 6.3k 103.19
2017-06-30 $108k 1.2k 88.82
2017-03-31 $11k 131 83.97
2016-12-31 $10k 131 76.34
2016-06-30 $113k 1.5k 76.25
2015-12-31 $40k 546 73.26
2015-09-30 $55k 802 68.58
2015-03-31 $8.0k 108 74.07
2014-12-31 $7.0k 108 64.81
2014-09-30 $7.0k 108 64.81

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 Tr Msci Usa Momentum Factor

Mercer Global Advisors
Raymond James & Associates
Assetmark
State Treasurer State Of Michigan
HPM Partners
Savant Capital Management
Wealth Enhancement Advisory Services
Ronald Blue Trust
Bank of America Corporation
CWM
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
CI Private Wealth
UBS Group
Pnc Financial Services
Symmetry Partner

View all funds holding Ishares Tr Msci Usa Momentum Factor