Ownership history in Creative Planning · 4 quarters on record
This page tracks every 13F SEC filing in which Creative Planning reported a position in ISHARES TR (IBIB). 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 Q3 | ADDED | 16,565 | +48 | +0.3% | 0.00% | $422K | $25.26 |
| 2025 Q2 | ADDED | 16,517 | +37 | +0.2% | 0.00% | $422K | $25.00 |
| 2025 Q1 | UNCHANGED | 16,480 | — | 0% | 0.00% | $423K | $24.84 |
| 2024 Q4 | INITIATED | 16,480 | — | — | 0.00% | $417K | $24.50 |
As of 2025 Q3 — sorted by position size