ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 76,424 Value ($000) $12,835 Avg Close Range
Q3 2025
Shares 74,778 Value ($000) $12,304 Avg Close Range
Q2 2025
Shares 75,036 Value ($000) $11,285 Avg Close Range
Q1 2025
Shares 78,381 Value ($000) $9,961 Avg Close Range
Q4 2024
Shares 69,025 Value ($000) $9,619 Avg Close Range
Q3 2024
Shares 68,278 Value ($000) $9,006 Avg Close Range
Q2 2024
Shares 67,406 Value ($000) $8,593 Avg Close Range
Q1 2024
Shares 62,682 Value ($000) $7,347 Avg Close Range
Q4 2023
Shares 62,116 Value ($000) $6,466 Avg Close Range
Q3 2023
Shares 62,707 Value ($000) $5,947 Avg Close Range
Q2 2023
Shares 60,603 Value ($000) $5,917 Avg Close Range
Q1 2023
Shares 35,234 Value ($000) $3,128 Avg Close Range
Q4 2022
Shares 52,093 Value ($000) $4,247 Avg Close Range
Q3 2022
Shares 52,290 Value ($000) $4,193 Avg Close Range
Q2 2022
Shares 54,929 Value ($000) $4,598 Avg Close Range
Q1 2022
Shares 52,704 Value ($000) $5,569 Avg Close Range
Q4 2021
Shares 53,747 Value ($000) $6,215 Avg Close Range
Q3 2021
Shares 37,349 Value ($000) $3,825 Avg Close Range
Q2 2021
Shares 34,863 Value ($000) $3,520 Avg Close Range
Q1 2021
Shares 50,634 Value ($000) $4,597 Avg Close Range
Q4 2020
Shares 33,673 Value ($000) $2,986 Avg Close Range
Q3 2020
Shares 30,804 Value ($000) $2,464 Avg Close Range
Q2 2020
Shares 22,756 Value ($000) $1,636 Avg Close Range
Q1 2020
Shares 12,690 Value ($000) $724 Avg Close Range
Q4 2019
Shares 12,991 Value ($000) $879 Avg Close Range
Q3 2019
Shares 11,945 Value ($000) $751 Avg Close Range
Q2 2019
Shares 10,775 Value ($000) $675 Avg Close Range
Q1 2019
Shares 10,285 Value ($000) $620 Avg Close Range
Q4 2018
Shares 9,612 Value ($000) $507 Avg Close Range
Q3 2018
Shares 4,537 Value ($000) $282 Avg Close Range
Q2 2018
Shares 4,195 Value ($000) $240 Avg Close Range
Q1 2018
Shares 3,728 Value ($000) $204 Avg Close Range
Q2 2017
Shares 1,492 Value ($000) $72 Avg Close Range
Q1 2017
Shares 935 Value ($000) $43 Avg Close Range
Q4 2016
Shares 935 Value ($000) $40 Avg Close Range
Q3 2016
Shares 400 Value ($000) $17 Avg Close Range
Q2 2016
Shares 200 Value ($000) $16 Avg Close Range
Q1 2016
Shares 200 Value ($000) $16 Avg Close Range
Q4 2015
Shares 505 Value ($000) $41 Avg Close Range
Q3 2015
Shares 200 Value ($000) $15 Avg Close Range
Q1 2015
Shares 200 Value ($000) $16 Avg Close Range
Q4 2014
Shares 200 Value ($000) $16 Avg Close Range