Cerity Partners OCIO LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 225 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.33 and the average weighting 0.5%.

Quarter-by-quarter ownership
Cerity Partners OCIO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$357
-99.9%
5,229
+0.1%
0.01%0.0%
Q3 2022$329,000
-4.4%
5,222
-3.2%
0.01%0.0%
Q2 2022$344,000
-17.5%
5,394
+0.0%
0.01%
-15.4%
Q1 2022$417,000
-9.2%
5,393
+0.1%
0.01%0.0%
Q4 2021$459,000
+3.1%
5,388
-4.2%
0.01%
-7.1%
Q3 2021$445,000
-1.5%
5,625
+0.7%
0.01%
-6.7%
Q2 2021$452,000
+3.2%
5,585
+0.0%
0.02%
-6.2%
Q1 2021$438,000
+8.7%
5,583
+0.1%
0.02%0.0%
Q4 2020$403,000
+21.0%
5,580
+300.3%
0.02%
+6.7%
Q3 2020$333,000
+4.7%
1,394
-1.7%
0.02%0.0%
Q2 2020$318,000
+25.7%
1,418
+0.1%
0.02%
+7.1%
Q1 2020$253,000
-44.0%
1,417
-24.9%
0.01%
-33.3%
Q4 2019$452,000
+15.0%
1,886
+7.5%
0.02%
+5.0%
Q3 2019$393,000
-0.8%
1,754
+0.1%
0.02%
-4.8%
Q2 2019$396,000
+39.9%
1,752
+35.7%
0.02%
+31.2%
Q1 2019$283,000
+12.3%
1,291
-2.1%
0.02%0.0%
Q4 2018$252,000
-25.2%
1,319
-8.7%
0.02%
-20.0%
Q3 2018$337,000
+3.7%
1,445
+0.1%
0.02%
-4.8%
Q2 2018$325,000
+3.2%
1,4440.0%0.02%
+5.0%
Q1 2018$315,000
-1.6%
1,444
-2.6%
0.02%
-4.8%
Q4 2017$320,000
-2.7%
1,483
-8.8%
0.02%
-8.7%
Q3 2017$329,000
+3.1%
1,626
+0.1%
0.02%
-4.2%
Q2 2017$319,000
+1.3%
1,625
-1.6%
0.02%
-4.0%
Q1 2017$315,000
+4.7%
1,6520.0%0.02%
-3.8%
Q4 2016$301,000
+4.5%
1,652
+0.3%
0.03%0.0%
Q3 2016$288,000
+4.0%
1,647
-1.3%
0.03%
-7.1%
Q2 2016$277,0000.0%1,669
-1.9%
0.03%
-3.4%
Q1 2016$277,000
+0.7%
1,701
-0.4%
0.03%
-3.3%
Q4 2015$275,000
+2.6%
1,708
+0.2%
0.03%0.0%
Q3 2015$268,000
-15.5%
1,704
-8.8%
0.03%
-11.8%
Q2 2015$317,000
-7.6%
1,869
-6.6%
0.03%
-10.5%
Q1 2015$343,000
+5.2%
2,001
-2.1%
0.04%
-5.0%
Q4 2014$326,000
-37.9%
2,043
-41.0%
0.04%
-42.0%
Q3 2014$525,000
+89.5%
3,464
+96.1%
0.07%
+76.9%
Q2 2014$277,000
+2.6%
1,766
+0.1%
0.04%
-9.3%
Q1 2014$270,000
+13.4%
1,764
+11.3%
0.04%
+4.9%
Q4 2013$238,000
+8.2%
1,585
+0.4%
0.04%0.0%
Q3 2013$220,000
+8.4%
1,5790.0%0.04%
-2.4%
Q2 2013$203,0001,5790.04%
Other shareholders
ISHARES TR shareholders Q2 2013
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 353,079$60,557,00015.41%
Capital Directions Investment Advisors, LLC 230,237$38,949,00012.86%
LVZ, Inc. 65,564$11,245,0006.54%
Simplicity Solutions, LLC 29,562$5,070,0006.01%
FIRST MERCHANTS CORP 105,032$18,014,0005.56%
AFFINITY WEALTH MANAGEMENT LLC 52,842$9,063,0005.33%
Perkins Coie Trust Co 39,951$6,852,0005.27%
Concorde Asset Management, LLC 26,063$4,470,0005.10%
FIRST HAWAIIAN BANK 161,991$27,783,0004.48%
Capital Advisors, Ltd. LLC 48,564$8,329,0004.32%
View complete list of ISHARES TR shareholders