Creative Planning »

Ishares shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares (SLVP) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Ishares

Tip: Access up to 7 years of quarterly data

All positions including Ishares held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 7.3k 34.27
2022-09-30 $1.1M 121k 8.93
2021-03-31 $155k 11k 14.76
2020-09-30 $234k 15k 15.60

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 Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYM)
Vanguard Index Fds Mid Cap Etf (VO)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Creative Planning

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
LPL Financial
HighTower Advisors
Kovack Advisors
UBS Group
Jane Street
Horizon Wealth Management
Belvedere Trading
Ameriprise Financial
Northwestern Mutual Wealth Management Company
Wealthfront Advisers
Mml Investors Services
Turning Point Benefit Group
Citadel Advisors

View all funds holding Ishares