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

Creative Planning holds 3.8M shares of SCZ (ISHARES TR), worth $312.5M as of 2026-Q2. The position was decreased (-3.2% shares). SCZ represents 0.2% of Creative Planning's portfolio.

Current Value

$312.5M

Current Shares

3.8M

Total Value Change

-$14.7M

Total Shares Change

-1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.8M
-3.2%
$312.5M0.2%$82.27
0
2026-Q1
Decreased
3.9M
-1.9%
$307.7M0.2%$81.69
0
2025-Q4
Decreased
4M
-3.5%
$310.2M0.2%$77.88
0
2025-Q3
Decreased
4.1M
-3.1%
$318.1M0.2%$75.04
0
2025-Q2
Decreased
4.3M
-4.9%
$311M0.3%$71.01
0
2025-Q1
Decreased
4.5M
-4.2%
$285.8M0.3%$62.14
0
2024-Q4
Decreased
4.7M
-2.8%
$285.3M0.3%$58.80
0
2024-Q3
Decreased
4.8M
-2.8%
$327.2M0.3%$64.12
0

Other major holders of SCZ: JONES FINANCIAL COMPANIES LLLP

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