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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ICLR holding history

Icon PLC in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ICLR overviewAll 13F holders of ICLRFull Q2 2026 holdings

Shares (Q2 2026)
4,023
Value
$698.8K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ICLR by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,023$698.8K<0.1%+525+15.0%AddedHolders
Q1 20263,498$387.1K<0.1%−880−20.1%ReducedHolders
Q4 20254,378$797.8K<0.1%−274−5.9%ReducedHolders
Q3 20254,652$814.1K<0.1%−26−0.6%ReducedHolders
Q2 20254,678$680.4K<0.1%−387−7.6%ReducedHolders
Q1 20255,065$886.3K<0.1%−3,069−37.7%ReducedHolders
Q4 20248,134$1.71M<0.1%−47,622−85.4%ReducedHolders
Q3 202455,756$16.0M<0.1%−587−1.0%ReducedHolders
Q2 202456,343$17.7M<0.1%+273+0.5%AddedHolders
Q1 202456,070$18.8M<0.1%−54−0.1%ReducedHolders
Q4 202356,124$15.9M<0.1%−54,015−49.0%ReducedHolders
Q3 2023110,139$27.1M<0.1%+46,037+71.8%AddedHolders
Q2 202364,102$16.0M<0.1%+387+0.6%AddedHolders
Q1 202363,715$13.6M<0.1%−1,077−1.7%ReducedHolders
Q4 202264,792$12.6M<0.1%−351−0.5%ReducedHolders
Q3 202265,143$12.0M<0.1%−15,595−19.3%ReducedHolders
Q2 202280,738$17.5M<0.1%−11,773−12.7%ReducedHolders
Q1 202292,511$22.5M<0.1%+88,043+1,970.5%AddedHolders
Q4 20214,468$1.38M<0.1%−1,310−22.7%ReducedHolders
Q3 20215,778$1.51M<0.1%−898−13.5%ReducedHolders
Q2 20216,676$1.38M<0.1%−2,089−23.8%ReducedHolders
Q1 20218,765$1.72M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.