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IBIEIBIE
6 quarters

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

Yes. Creative Planning holds 13,902 shares of IBIE, worth $365,633, as of its Q2 2026 13F filing. It increased the position by 5 shares from Q1 2026. Creative Planning has held IBIE since Q1 2025, across 6 quarterly 13F filings.

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%$25.53
24
2026-Q1
Unchanged
13,897
0.0%
$364,6670.0%$25.41
0
2025-Q4
Increased
13,897
+0.3%
$360,9980.0%$25.16
24
2025-Q3
Increased
13,854
+10.2%
$366,5030.0%$25.09
26
2025-Q2
Increased
12,570
+10.0%
$330,3420.0%$24.69
26
2025-Q1
New
11,426
-
$300,0500.0%$24.42
32

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

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