How many shares of DSI does Creative Planning own?

As of 2026-Q2, Creative Planning holds 210,927 shares of DSI (ISHARES TR).

What is Creative Planning's DSI position worth?

As of 2026-Q2, Creative Planning's DSI position is worth $30M.

In 2026-Q2, Creative Planning decreased their DSI position (-2.5% change in shares).

Based on available 13F filings, Creative Planning first reported a position in DSI in 2018-Q4. They have held the position across 31 quarters.

Position history for Creative Planning's holdings in ISHARES TR

Current Value

$30M

Current Shares

210,927

Total Value Change

+$26.6M

Total Shares Change

+174,261

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	210,927	-2.5%	$30M	0.0%	$142.39	0
2026-Q1	Increased	216,456	+21.6%	$26.2M	0.0%	$127.29	34
2025-Q4	Decreased	177,932	-2.2%	$22.9M	0.0%	$129.79	0
2025-Q3	Decreased	181,872	-0.5%	$22.9M	0.0%	$124.93	0
2025-Q2	Decreased	182,760	-0.2%	$21.2M	0.0%	$115.10	0
2025-Q1	Decreased	183,084	-0.4%	$18.7M	0.0%	$101.26	0
2024-Q4	Decreased	183,832	-0.4%	$20.3M	0.0%	$109.75	0
2024-Q3	Decreased	184,636	-0.6%	$20.1M	0.0%	$107.15	0
2024-Q2	Decreased	185,675	-1.5%	$19.3M	0.0%	$102.19	0
2024-Q1	Decreased	188,421	-1.7%	$19M	0.0%	$98.99	0
2023-Q4	Increased	191,764	+0.6%	$17.5M	0.0%	$89.19	28
2023-Q3	Decreased	190,649	-2.8%	$15.5M	0.0%	$79.47	0
2023-Q2	Increased	196,059	+0.3%	$16.5M	0.0%	$80.89	28
2023-Q1	Increased	195,561	+1.4%	$15.3M	0.0%	$74.50	28
2022-Q4	Increased	192,827	+0.4%	$13.8M	0.0%	$69.41	28
2022-Q3	Increased	192,081	+0.5%	$12.9M	0.0%	$65.42	28
2022-Q2	Decreased	191,170	-3.0%	$13.7M	0.0%	$69.61	0
2022-Q1	Increased	197,094	+12.6%	$17.1M	0.0%	$84.10	32
2021-Q4	Increased	175,058	+0.4%	$16.3M	0.0%	$88.83	28
2021-Q3	Increased	174,436	+2121.0%	$14.5M	0.0%	$80.10	45
2021-Q2	Decreased	7,854	-95.2%	$651,000	0.0%	$78.55	0
2021-Q1	Decreased	164,288	-0.5%	$12.5M	0.0%	$71.88	0
2020-Q4	Increased	165,047	+97.2%	$11.8M	0.0%	$67.04	45
2020-Q3	Increased	83,703	+0.6%	$10.7M	0.0%	$59.76	28
2020-Q2	Increased	83,221	+0.7%	$9.8M	0.0%	$54.41	28
2020-Q1	Decreased	82,608	-20.9%	$8M	0.0%	$46.37	0
2019-Q4	Decreased	104,473	-0.3%	$12.6M	0.0%	$55.73	0
2019-Q3	Increased	104,845	+1.6%	$11.6M	0.0%	$51.11	28
2019-Q2	Increased	103,198	+36.3%	$11.3M	0.0%	$50.43	36
2019-Q1	Increased	75,728	+106.5%	$8M	0.0%	$48.47	44
2018-Q4	New	36,666	-	$3.4M	0.0%	$42.22	37