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LDRILDRI
5 quarters

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

Creative Planning holds 15,700 shares of LDRI (ISHARES TR), worth $401,528 as of 2026-Q2. LDRI represents 0.0% of Creative Planning's portfolio.

Current Value

$401,528

Current Shares

15,700

Total Value Change

-$1,177

Total Shares Change

0

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
15,700
0.0%
$401,5280.0%$24.95
0
2026-Q1
Decreased
15,700
-8.3%
$399,7060.0%$25.41
0
2025-Q4
Unchanged
17,122
0.0%
$432,0790.0%$25.16
0
2025-Q3
Increased
17,122
+9.1%
$439,6070.0%$25.11
26
2025-Q2
New
15,700
-
$402,7050.0%$24.76
33

Other major holders of LDRI: HighTower Advisors, LLC, DAVENPORT & Co LLC

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