ISHARES TR

Ticker: IAT CUSIP: 464288778 Class: US REGNL BKS ETF

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 10,355 Value ($000) $571 Avg Close Range
Q3 2025
Shares 12,002 Value ($000) $630 Avg Close Range
Q2 2025
Shares 10,307 Value ($000) $511 Avg Close Range
Q1 2025
Shares 10,262 Value ($000) $479 Avg Close Range
Q4 2024
Shares 10,262 Value ($000) $517 Avg Close Range
Q3 2024
Shares 10,171 Value ($000) $484 Avg Close Range
Q2 2024
Shares 10,221 Value ($000) $424 Avg Close Range
Q1 2024
Shares 10,221 Value ($000) $443 Avg Close Range
Q4 2023
Shares 24,855 Value ($000) $1,040 Avg Close Range
Q3 2023
Shares 10,726 Value ($000) $360 Avg Close Range
Q2 2023
Shares 15,057 Value ($000) $510 Avg Close Range
Q1 2023
Shares 12,355 Value ($000) $442 Avg Close Range
Q4 2022
Shares 10,622 Value ($000) $506 Avg Close Range
Q3 2022
Shares 10,318 Value ($000) $493 Avg Close Range
Q2 2022
Shares 10,314 Value ($000) $508 Avg Close Range
Q1 2022
Shares 23,440 Value ($000) $1,381 Avg Close Range
Q4 2021
Shares 21,166 Value ($000) $1,307 Avg Close Range
Q3 2021
Shares 20,523 Value ($000) $1,243 Avg Close Range
Q2 2021
Shares 20,968 Value ($000) $1,206 Avg Close Range
Q1 2021
Shares 24,910 Value ($000) $1,412 Avg Close Range
Q4 2020
Shares 26,032 Value ($000) $1,180 Avg Close Range
Q3 2020
Shares 13,279 Value ($000) $435 Avg Close Range
Q2 2020
Shares 11,656 Value ($000) $394 Avg Close Range
Q4 2018
Shares 11,794 Value ($000) $470 Avg Close Range
Q3 2018
Shares 11,998 Value ($000) $588 Avg Close Range
Q2 2018
Shares 11,938 Value ($000) $587 Avg Close Range
Q1 2018
Shares 11,888 Value ($000) $599 Avg Close Range
Q4 2017
Shares 11,888 Value ($000) $586 Avg Close Range
Q2 2017
Shares 669 Value ($000) $30 Avg Close Range
Q1 2017
Shares 1,605 Value ($000) $72 Avg Close Range
Q4 2016
Shares 4,058 Value ($000) $184 Avg Close Range
Q3 2016
Shares 423 Value ($000) $15 Avg Close Range
Q2 2016
Shares 1,900 Value ($000) $62 Avg Close Range
Q1 2016
Shares 1,900 Value ($000) $60 Avg Close Range
Q4 2015
Shares 1,900 Value ($000) $66 Avg Close Range
Q3 2015
Shares 2,200 Value ($000) $74 Avg Close Range
Q1 2015
Shares 192 Value ($000) $7 Avg Close Range
Q3 2014
Shares 1,738 Value ($000) $58 Avg Close Range
Q2 2014
Shares 1,746 Value ($000) $61 Avg Close Range
Q1 2014
Shares 1,738 Value ($000) $61 Avg Close Range
Q4 2013
Shares 1,738 Value ($000) $57 Avg Close Range
Q3 2013
Shares 1,938 Value ($000) $58 Avg Close Range
Q2 2013
Shares 2,157 Value ($000) $63 Avg Close Range