ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Creative Planning's Holding History (CIK: 0001540235)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,084,729 Value ($000) $309,978 Avg Close — Range —
Q3 2025
Shares 2,103,130 Value ($000) $306,321 Avg Close — Range —
Q2 2025
Shares 2,117,760 Value ($000) $285,982 Avg Close — Range —
Q1 2025
Shares 2,143,444 Value ($000) $261,522 Avg Close — Range —
Q4 2024
Shares 2,123,293 Value ($000) $273,098 Avg Close — Range —
Q3 2024
Shares 2,149,914 Value ($000) $270,072 Avg Close — Range —
Q2 2024
Shares 2,177,646 Value ($000) $258,661 Avg Close — Range —
Q1 2024
Shares 2,171,821 Value ($000) $250,411 Avg Close — Range —
Q4 2023
Shares 2,249,481 Value ($000) $236,713 Avg Close — Range —
Q3 2023
Shares 2,339,502 Value ($000) $220,358 Avg Close — Range —
Q2 2023
Shares 2,418,738 Value ($000) $236,649 Avg Close — Range —
Q1 2023
Shares 2,450,563 Value ($000) $221,898 Avg Close — Range —
Q4 2022
Shares 3,105,900 Value ($000) $263,380 Avg Close — Range —
Q3 2022
Shares 3,175,536 Value ($000) $252,582 Avg Close — Range —
Q2 2022
Shares 2,945,656 Value ($000) $246,787 Avg Close — Range —
Q1 2022
Shares 1,116,159 Value ($000) $112,665 Avg Close — Range —
Q4 2021
Shares 1,067,188 Value ($000) $114,168 Avg Close — Range —
Q3 2021
Shares 586,459 Value ($000) $57,696 Avg Close — Range —
Q2 2021
Shares 567,191 Value ($000) $56,016 Avg Close — Range —
Q1 2021
Shares 625,337 Value ($000) $57,281 Avg Close — Range —
Q4 2020
Shares 617,449 Value ($000) $53,236 Avg Close — Range —
Q3 2020
Shares 616,045 Value ($000) $46,505 Avg Close — Range —
Q2 2020
Shares 703,123 Value ($000) $48,825 Avg Close — Range —
Q1 2020
Shares 438,918 Value ($000) $25,111 Avg Close — Range —
Q4 2019
Shares 140,174 Value ($000) $10,189 Avg Close — Range —
Q3 2019
Shares 120,485 Value ($000) $8,081 Avg Close — Range —
Q2 2019
Shares 118,739 Value ($000) $7,912 Avg Close — Range —
Q1 2019
Shares 112,488 Value ($000) $7,244 Avg Close — Range —
Q4 2018
Shares 101,836 Value ($000) $5,780 Avg Close — Range —
Q3 2018
Shares 103,645 Value ($000) $6,906 Avg Close — Range —
Q2 2018
Shares 103,688 Value ($000) $6,483 Avg Close — Range —
Q1 2018
Shares 19,824 Value ($000) $1,199 Avg Close — Range —
Q4 2017
Shares 20,221 Value ($000) $1,236 Avg Close — Range —
Q3 2017
Shares 22,450 Value ($000) $1,294 Avg Close — Range —
Q2 2017
Shares 14,291 Value ($000) $792 Avg Close — Range —
Q1 2017
Shares 12,078 Value ($000) $653 Avg Close — Range —
Q4 2016
Shares 13,442 Value ($000) $689 Avg Close — Range —
Q3 2016
Shares 11,033 Value ($000) $546 Avg Close — Range —
Q2 2016
Shares 4,494 Value ($000) $428 Avg Close — Range —
Q1 2016
Shares 4,367 Value ($000) $408 Avg Close — Range —
Q4 2015
Shares 4,185 Value ($000) $389 Avg Close — Range —
Q3 2015
Shares 3,405 Value ($000) $298 Avg Close — Range —
Q1 2015
Shares 3,344 Value ($000) $317 Avg Close — Range —
Q4 2014
Shares 3,324 Value ($000) $312 Avg Close — Range —
Q3 2014
Shares 2,439 Value ($000) $219 Avg Close — Range —
Q2 2014
Shares 2,354 Value ($000) $211 Avg Close — Range —
Q1 2014
Shares 1,328 Value ($000) $114 Avg Close — Range —
Q4 2013
Shares 1,328 Value ($000) $112 Avg Close — Range —
Q3 2013
Shares 1,354 Value ($000) $104 Avg Close — Range —
Q2 2013
Shares 1,354 Value ($000) $99 Avg Close — Range —