Does Creative Planning own IEI stock?

Yes. As of its Q2 2026 13F, Creative Planning holds 1,147,868 shares of IEI, worth $134.8M.

How many shares of IEI does Creative Planning own?

As of its Q2 2026 13F, Creative Planning holds 1,147,868 shares of IEI.

As of its Q2 2026 13F, Creative Planning's IEI position is worth $134.8M.

In Q2 2026, Creative Planning reduced its IEI position by 28,969 shares (-2.5%).

Creative Planning already held IEI in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Position history for Creative Planning's holdings in ISHARES TR

Current Value

$134.8M

Current Shares

1.1M

Total Value Change

+$134.3M

Total Shares Change

+1.1M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	1.1M	-2.5%	$134.8M	0.1%	$116.71	0
2026-Q1	Decreased	1.2M	-5.6%	$139.6M	0.1%	$116.77	0
2025-Q4	Decreased	1.2M	-9.6%	$148.8M	0.1%	$116.82	0
2025-Q3	Decreased	1.4M	-4.2%	$164.7M	0.1%	$115.59	0
2025-Q2	Decreased	1.4M	-6.8%	$171.3M	0.1%	$114.17	0
2025-Q1	Decreased	1.5M	-6.3%	$182.4M	0.2%	$112.27	0
2024-Q4	Decreased	1.6M	-6.1%	$190.3M	0.2%	$109.22	0
2024-Q3	Decreased	1.8M	-6.3%	$209.7M	0.2%	$111.83	0
2024-Q2	Increased	1.9M	+0.7%	$216.1M	0.2%	$107.10	37
2024-Q1	Decreased	1.9M	-5.2%	$215.3M	0.2%	$106.58	0
2023-Q4	Decreased	2M	-3.2%	$229.6M	0.4%	$107.27	0
2023-Q3	Decreased	2M	-2.4%	$229.1M	0.3%	$102.65	0
2023-Q2	Decreased	2.1M	-2.3%	$239M	0.3%	$103.94	0
2023-Q1	Decreased	2.1M	-7.1%	$249.7M	0.4%	$105.53	0
2022-Q4	Decreased	2.3M	-7.3%	$262.6M	0.4%	$102.73	0
2022-Q3	Decreased	2.5M	-3.5%	$281.8M	0.5%	$101.55	0
2022-Q2	Decreased	2.6M	-15.6%	$305M	0.5%	$105.68	0
2022-Q1	Decreased	3M	-12.9%	$369.7M	0.6%	$107.82	0
2021-Q4	Decreased	3.5M	-1.5%	$447.4M	0.7%	$113.52	0
2021-Q3	Decreased	3.5M	-4.5%	$459.7M	0.8%	$114.57	0
2021-Q2	Decreased	3.7M	-8.8%	$482.8M	0.9%	$114.69	0
2021-Q1	Decreased	4.1M	-9.7%	$526.9M	1.1%	$113.92	0
2020-Q4	Decreased	4.5M	-0.6%	$597.1M	1.3%	$116.48	0
2020-Q3	Increased	4.5M	+6.3%	$603.2M	1.6%	$116.70	53
2020-Q2	Increased	4.2M	+8.3%	$567.7M	1.6%	$116.48	54
2020-Q1	Increased	3.9M	+4.2%	$523.1M	1.9%	$115.83	52
2019-Q4	Increased	3.8M	+13.9%	$473.5M	1.4%	$108.92	56
2019-Q3	Increased	3.3M	+14.9%	$419.1M	1.4%	$109.18	56
2019-Q2	Increased	2.9M	+272.3%	$361.9M	1.2%	$107.73	79
2019-Q1	Increased	772,920	+176x	$95.2M	0.3%	$104.28	58
2018-Q4	First report	4,363	-	$530,000	0.0%	$102.38	0

Other major holders of IEI: JPMORGAN CHASE & CO