INDY — ISHARES TR

Ownership history in CreativeOne Wealth, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in ISHARES TR (INDY). 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.

Peak position
0.01% (2025 Q2)
Avg. % of fund
0.01%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 4,108 +387 +10.4% 0.01% $209K $47.01
2025 Q2 INITIATED 3,721 — — 0.01% $202K $50.22
% of Fund (quarterly)    INDY price (monthly, adj. close)

Other funds also holding INDY

As of 2025 Q4 — sorted by position size

Cypress Capital Group 3Y 7Y 0.36% PURSUE WEALTH PARTNERS LLC 3Y 0.33% Viewpoint Capital Management LLC 3Y 0.13% Summit Financial, LLC 3Y 7Y 0.1% KFA Private Wealth Group, LLC 3Y 0.1% OLD MISSION CAPITAL LLC 3Y 7Y 0.07% CARRET ASSET MANAGEMENT, LLC 3Y 7Y 0.06% Activest Wealth Management 3Y 0.05% PITCAIRN CO 3Y 7Y 0.05% Boreal Capital Management LLC 0.04%
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