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IBIEIBIE
6 quarters

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

Creative Planning holds 13,902 shares of IBIE (ISHARES TR), worth $365,633 as of 2026-Q2. The position was increased (+0.0% shares). IBIE represents 0.0% of Creative Planning's portfolio.

Current Value

$365,633

Current Shares

13,902

Total Value Change

+$65,583

Total Shares Change

+2,476

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
13,902
+0.0%
$365,6330.0%$25.63
24
2026-Q1
Unchanged
13,897
0.0%
$364,6670.0%$26.17
0
2025-Q4
Increased
13,897
+0.3%
$360,9980.0%$26.00
24
2025-Q3
Increased
13,854
+10.2%
$366,5030.0%$25.91
26
2025-Q2
Increased
12,570
+10.0%
$330,3420.0%$25.48
26
2025-Q1
New
11,426
-
$300,0500.0%$25.19
32

Other major holders of IBIE: RAYMOND JAMES FINANCIAL INC, BlackRock, Inc., OSAIC HOLDINGS, INC.

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