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iShares FTSE KLD Select Scil Idx shares owned by Creative Planning

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Creative Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.9M 39k 100.51
2023-09-30 $3.0M 34k 89.97
2023-06-30 $3.2M 34k 93.64
2023-03-31 $2.4M 28k 87.77
2022-12-31 $2.9M 35k 82.32
2022-09-30 $2.6M 35k 75.91
2022-06-30 $2.5M 31k 80.68
2022-03-31 $2.6M 27k 96.84
2021-12-31 $2.8M 27k 106.24
2021-09-30 $2.6M 27k 95.94
2021-06-30 $801k 8.4k 95.53
2021-03-31 $2.4M 27k 87.82
2020-12-31 $2.3M 28k 82.35
2020-09-30 $1.8M 12k 147.11
2020-06-30 $1.6M 12k 133.77
2020-03-31 $1.2M 11k 109.80
2019-12-31 $1.6M 12k 134.04
2019-09-30 $1.5M 13k 123.62
2019-06-30 $1.3M 10k 121.85
2019-03-31 $1.2M 11k 118.26
2018-12-31 $1.1M 11k 103.09
2018-09-30 $1.3M 11k 119.34
2018-06-30 $1.2M 11k 112.81
2018-03-31 $1.3M 11k 110.88
2017-12-31 $1.2M 11k 111.05
2017-09-30 $1.2M 11k 104.47
2017-06-30 $1.0M 9.9k 102.31
2017-03-31 $956k 9.7k 98.29
2016-12-31 $848k 9.2k 91.96
2016-09-30 $1.1M 12k 90.97
2016-06-30 $791k 9.1k 86.51
2016-03-31 $995k 12k 85.09
2015-12-31 $903k 11k 83.38
2015-09-30 $850k 11k 78.84
2015-03-31 $590k 6.9k 85.89
2014-12-31 $160k 1.9k 85.88
2014-09-30 $113k 1.4k 82.24
2014-06-30 $113k 1.4k 82.24
2014-03-31 $84k 1.1k 77.71
2013-12-31 $83k 1.1k 76.78
2013-09-30 $76k 1.1k 70.31
2013-06-30 $73k 1.1k 67.53

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 FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Wells Fargo & Company
Mission Wealth Management
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx