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ESMLESML
30 quarters

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

Creative Planning holds 1.6M shares of ESML (ISHARES TR), worth $88.9M as of 2026-Q2. The position was increased (+1.4% shares). ESML represents 0.1% of Creative Planning's portfolio.

Current Value

$88.9M

Current Shares

1.6M

Total Value Change

+$86.2M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.6M
+1.4%
$88.9M0.1%$55.77
30
2026-Q1
Increased
1.6M
+1.4%
$73.7M0.1%$46.79
30
2025-Q4
Increased
1.5M
+5.0%
$71.1M0.1%$45.65
31
2025-Q3
Decreased
1.5M
-1.7%
$66.4M0.1%$44.63
0
2025-Q2
Increased
1.5M
+3.1%
$62M0.1%$40.79
30
2025-Q1
Increased
1.5M
+1.8%
$55.9M0.1%$37.79
30
2024-Q4
Increased
1.4M
+2.9%
$60.1M0.1%$41.27
30
2024-Q3
Increased
1.4M
+2.4%
$58.1M0.1%$40.88
30
2024-Q2
Increased
1.4M
+4.6%
$52.3M0.1%$37.51
31
2024-Q1
Increased
1.3M
+2.5%
$52.2M0.1%$39.14
30
2023-Q4
Increased
1.3M
+5.2%
$48.1M0.1%$36.84
31
2023-Q3
Increased
1.2M
+2.7%
$40.5M0.1%$32.50
30
2023-Q2
Increased
1.2M
+6.8%
$41.6M0.1%$34.17
31
2023-Q1
Increased
1.1M
+1.3%
$37.3M0.1%$32.59
29
2022-Q4
Increased
1.1M
+8.0%
$35.6M0.1%$31.42
31
2022-Q3
Decreased
1M
-5.4%
$30.8M0.1%$29.18
0
2022-Q2
Increased
1.1M
+10.3%
$33.4M0.1%$29.83
32
2022-Q1
Decreased
961,166
-2.5%
$36.6M0.1%$35.92
0
2021-Q4
Increased
985,616
+25.6%
$39.7M0.1%$37.98
36
2021-Q3
Increased
784,964
+110.6%
$30.6M0.1%$36.66
46
2021-Q2
Decreased
372,672
-37.5%
$15M0.0%$37.82
0
2021-Q1
Increased
596,657
+24.0%
$23M0.0%$36.05
35
2020-Q4
Increased
481,076
+24.5%
$16.4M0.0%$31.84
34
2020-Q3
Increased
386,352
+9.4%
$10.2M0.0%$24.64
30
2020-Q2
Decreased
353,046
-0.7%
$8.9M0.0%$23.22
0
2020-Q1
Increased
355,590
+36.1%
$7.1M0.0%$18.44
36
2019-Q4
Increased
261,242
+31.4%
$7.6M0.0%$26.63
35
2019-Q3
Increased
198,879
+4.0%
$5.3M0.0%$24.49
28
2019-Q2
Increased
191,302
+87.2%
$5.2M0.0%$24.68
42
2019-Q1
New
102,209
-
$2.7M0.0%$24.07
36

Other major holders of ESML: BANK OF AMERICA CORP /DE/, FMR LLC, ENVESTNET ASSET MANAGEMENT INC

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