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ISHARES TR MSCI Small Cap msci small cap shares owned by Creative Planning

Quarter-by-quarter ownership of ISHARES TR MSCI Small Cap msci small cap (SCZ) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in ISHARES TR MSCI Small Cap msci small cap

Tip: Access up to 7 years of quarterly data

All positions including ISHARES TR MSCI Small Cap msci small cap 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 Small Cap msci small cap by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $285M 4.7M 60.75
2024-09-30 $327M 4.8M 67.70
2024-06-30 $307M 5.0M 61.65
2024-03-31 $321M 5.1M 63.33
2023-12-31 $320M 5.2M 61.90
2023-09-30 $295M 5.2M 56.47
2023-06-30 $315M 5.3M 58.98
2023-03-31 $309M 5.2M 59.51
2022-12-31 $302M 5.4M 56.48
2022-09-30 $244M 5.0M 48.78
2022-06-30 $268M 4.9M 54.59
2022-03-31 $318M 4.8M 66.34
2021-12-31 $361M 4.9M 73.09
2021-09-30 $334M 4.5M 74.41
2021-06-30 $329M 4.4M 74.16
2021-03-31 $341M 4.7M 71.84
2020-12-31 $330M 4.8M 68.35
2020-09-30 $285M 4.8M 58.99
2020-06-30 $263M 4.9M 53.62
2020-03-31 $213M 4.7M 44.83
2019-12-31 $352M 5.7M 62.28
2019-09-30 $322M 5.6M 57.23
2019-06-30 $323M 5.6M 57.40
2019-03-31 $328M 5.7M 57.44
2018-12-31 $304M 5.9M 51.82
2018-09-30 $426M 6.8M 62.28
2018-06-30 $443M 7.1M 62.74
2018-03-31 $471M 7.2M 65.19
2017-12-31 $476M 7.4M 64.50
2017-09-30 $441M 7.1M 62.00
2017-06-30 $378M 6.5M 57.84
2017-03-31 $327M 5.9M 55.94
2016-12-31 $255M 5.1M 49.79
2016-09-30 $244M 4.7M 52.26
2016-06-30 $200M 4.1M 48.15
2016-03-31 $187M 3.8M 49.80
2015-12-31 $200M 4.0M 49.95
2015-09-30 $172M 3.6M 47.77
2015-06-30 $175M 3.4M 51.02
2015-03-31 $147M 3.0M 49.47
2014-12-31 $103M 2.2M 46.71
2014-09-30 $78M 1.6M 48.50
2014-06-30 $73M 1.4M 52.92
2014-03-31 $52M 989k 52.20
2013-12-31 $31M 610k 50.98
2013-09-30 $11M 225k 48.51
2013-06-30 $1.5M 35k 41.95
2012-12-31 $1.8M 45k 40.71
2012-09-30 $565k 15k 38.69
2012-06-30 $560k 16k 36.13
2011-12-31 $344k 9.9k 34.72

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 TR MSCI Small Cap msci small cap

Jones Financial Companies, L.L
Natixis Asset Management Advisors
Creative Planning
FMR
Goldman Sachs Group
BlackRock
State of New Jersey Common Pension Fund D
Bank of New York Mellon
Bank of America Corporation
Morgan Stanley
Modera Wealth Management
Pnc Financial Services
Tiaa Trust, National Association
Citigroup
Jpmorgan Chase & Co

View all funds holding ISHARES TR MSCI Small Cap msci small cap