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Ishares Tr shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Ishares Tr

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All positions including Ishares Tr 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 by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $375k 14k 26.78
2025-06-30 $364k 14k 26.04
2025-03-31 $350k 14k 25.04

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View all positions for Creative Planning

Top funds holding Ishares Tr

J. L. Bainbridge & Co
Client First Capital
Strategic Blueprint
Grantvest Financial Group
Amplius Wealth Advisors
Jim Saulnier & Associates
Goldman Sachs Group
Citadel Advisors
Crewe Advisors
Crown Wealth Group
FC Advisory
Commonwealth Equity Services
Old Mission Capital
Envestnet Asset Management
Tradition Wealth Management

View all funds holding Ishares Tr