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INDYINDY
22 quarters

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

Creative Planning holds 20,680 shares of INDY (ISHARES TR), worth $898,549 as of 2026-Q2. The position was decreased (-16.9% shares). INDY represents 0.0% of Creative Planning's portfolio.

Current Value

$898,549

Current Shares

20,680

Total Value Change

+$695,549

Total Shares Change

+14,934

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
20,680
-16.9%
$898,5490.0%$43.45
0
2026-Q1
Decreased
24,889
-0.5%
$1.1M0.0%$45.43
0
2025-Q4
Unchanged
25,004
0.0%
$1.2M0.0%$48.91
0
2025-Q3
Increased
25,004
+0.5%
$1.3M0.0%$47.08
25
2025-Q2
Increased
24,888
+1.1%
$1.4M0.0%$50.55
26
2025-Q1
Increased
24,628
+0.1%
$1.3M0.0%$46.78
25
2024-Q4
Decreased
24,592
-0.6%
$1.3M0.0%$46.97
0
2024-Q3
Increased
24,732
+8.5%
$1.4M0.0%$52.58
28
2024-Q2
Unchanged
22,803
0.0%
$1.2M0.0%$49.49
0
2024-Q1
Increased
22,803
+4.3%
$1.2M0.0%$46.48
26
2023-Q4
Increased
21,858
+14.0%
$1.1M0.0%$45.38
29
2023-Q3
Increased
19,174
+7.3%
$866,4730.0%$41.54
27
2023-Q2
Increased
17,874
+2.1%
$805,0450.0%$41.03
25
2023-Q1
Decreased
17,497
-1.1%
$719,3020.0%$37.35
0
2022-Q4
Unchanged
17,692
0.0%
$748,5490.0%$38.83
0
2022-Q3
Increased
17,692
+1.1%
$747,0000.0%$36.92
25
2022-Q2
Unchanged
17,497
0.0%
$718,0000.0%$36.26
0
2022-Q1
New
17,497
-
$808,0000.0%$41.22
34
2019-Q3
Exited
0
-100.0%
$00.0%$30.20
0
2019-Q2
Increased
5,775
+0.5%
$222,0000.0%$31.69
23
2019-Q1
Increased
5,748
+0.0%
$218,0000.0%$31.12
23
2018-Q4
New
5,746
-
$203,0000.0%$29.04
32

Other major holders of INDY: State of Tennessee, Department of Treasury

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