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Ishares Tr shares owned by Creative Planning

Quarter-by-quarter ownership of Ishares Tr (XJR) 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 $295k 6.9k 42.56
2025-06-30 $275k 6.9k 39.55

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
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Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
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Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Total Stk Mkt (VTI)
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Microsoft Corporation (MSFT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Creative Planning

Top funds holding Ishares Tr

Colony
Bailard
Franklin Resources
LPL Financial
Highland Financial Advisors
Better Money Decisions
Biltmore Family Office
JNBA Financial Advisors
Goss Wealth Management
SageView Advisory Group
Raymond James Financial
Atlantic Private Wealth
Magnus Financial Group
Beta Wealth
Jane Street

View all funds holding Ishares Tr