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CRBNCRBN
22 quarters

Position history for Creative PlanningCreative Planning's holdings in ISHARES TR

Creative Planning holds 7,274 shares of CRBN (ISHARES TR), worth $1.8M as of 2026-Q2. The position was increased (+0.7% shares). CRBN represents 0.0% of Creative Planning's portfolio.

Current Value

$1.8M

Current Shares

7,274

Total Value Change

+$1.6M

Total Shares Change

+5,780

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,274
+0.7%
$1.8M0.0%$252.97
26
2026-Q1
Decreased
7,226
-17.4%
$1.6M0.0%$232.43
0
2025-Q4
Increased
8,743
+4.4%
$2M0.0%$232.06
27
2025-Q3
Decreased
8,373
-1.2%
$1.9M0.0%$222.63
0
2025-Q2
Increased
8,471
+1.3%
$1.8M0.0%$207.30
26
2025-Q1
Increased
8,363
+30.0%
$1.6M0.0%$186.61
32
2024-Q4
Increased
6,435
+5.2%
$1.2M0.0%$190.04
27
2024-Q3
Unchanged
6,118
0.0%
$1.2M0.0%$189.47
0
2024-Q2
Decreased
6,118
-2.2%
$1.1M0.0%$177.09
0
2024-Q1
Increased
6,255
+2.3%
$1.1M0.0%$172.03
26
2023-Q4
Unchanged
6,114
0.0%
$1M0.0%$158.59
0
2023-Q3
Decreased
6,114
-3.0%
$918,6160.0%$142.41
0
2023-Q2
Unchanged
6,303
0.0%
$985,7320.0%$146.26
0
2023-Q1
Decreased
6,303
-7.1%
$932,4660.0%$137.62
0
2022-Q4
Increased
6,785
+316.0%
$937,2810.0%$129.66
40
2022-Q3
Decreased
1,631
-72.1%
$207,0000.0%$119.12
0
2022-Q2
Increased
5,852
+1.2%
$801,0000.0%$128.04
25
2022-Q1
Increased
5,784
+232.2%
$944,0000.0%$152.90
40
2021-Q4
Increased
1,741
+0.8%
$303,0000.0%$160.54
24
2021-Q3
Increased
1,727
+16.1%
$284,0000.0%$150.78
27
2021-Q2
Decreased
1,488
-0.4%
$247,0000.0%$152.31
0
2021-Q1
New
1,494
-
$233,0000.0%$140.78
32

Other major holders of CRBN: Steward Partners Investment Advisory, LLC, MORGAN STANLEY

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