Ownership history in Creative Planning · 3 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in ISHARES TR (IBIG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 11,826 | +33 | +0.3% | 0.00% | $308K | $26.05 |
| 2025 Q3 | ADDED | 11,793 | +1,266 | +12.0% | 0.00% | $315K | $26.01 |
| 2025 Q2 | INITIATED | 10,527 | — | — | 0.00% | $279K | $25.52 |
As of 2025 Q4 — sorted by position size