Ishares Tr shares owned by Creative Planning
Quarter-by-quarter ownership of Ishares Tr (USXF) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Creative Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $937k | 16k | 57.31 |
| 2025-06-30 | $865k | 16k | 53.93 |
| 2025-03-31 | $626k | 13k | 46.67 |
| 2024-12-31 | $395k | 7.9k | 49.72 |
| 2024-09-30 | $379k | 7.7k | 49.08 |
| 2024-06-30 | $338k | 7.3k | 46.58 |
| 2024-03-31 | $325k | 7.2k | 45.15 |
| 2023-12-31 | $568k | 14k | 39.82 |
| 2021-12-31 | $255k | 6.5k | 39.47 |
| 2021-09-30 | $233k | 6.5k | 36.06 |
| 2021-06-30 | $235k | 6.5k | 36.37 |