ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

Creative Planning's Holding History (CIK: 0001540235)

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

Q4 2025
Shares 8,258 Value ($000) $208 Avg Close — Range —
Q3 2025
Shares 8,136 Value ($000) $206 Avg Close — Range —
Q2 2025
Shares 8,136 Value ($000) $205 Avg Close — Range —
Q1 2025
Shares 11,465 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 8,186 Value ($000) $202 Avg Close — Range —
Q1 2022
Shares 8,781 Value ($000) $216 Avg Close — Range —
Q4 2021
Shares 20,416 Value ($000) $524 Avg Close — Range —
Q3 2021
Shares 13,139 Value ($000) $341 Avg Close — Range —
Q2 2021
Shares 11,330 Value ($000) $295 Avg Close — Range —
Q1 2021
Shares 12,102 Value ($000) $314 Avg Close — Range —
Q4 2020
Shares 8,278 Value ($000) $217 Avg Close — Range —