Cerity Partners OCIO LLC - ISHARES TR ownership

ISHARES TR's ticker is IYW and the CUSIP is 464287721. A total of 567 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.43 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners OCIO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$208,000
-22.4%
2,6040.0%0.01%
-12.5%
Q1 2022$268,000
-87.0%
2,604
-85.5%
0.01%
-86.7%
Q4 2021$2,061,000
+5.9%
17,949
-6.6%
0.06%
-3.2%
Q3 2021$1,946,000
+57.1%
19,218
+54.2%
0.06%
+55.0%
Q2 2021$1,239,000
+334.7%
12,462
+283.9%
0.04%
+300.0%
Q1 2021$285,000
+3.6%
3,246
+0.6%
0.01%
-9.1%
Q4 2020$275,000
+5.0%
3,227
+270.1%
0.01%
-8.3%
Q3 2020$262,000
+11.5%
8720.0%0.01%
+9.1%
Q2 2020$235,000
+6.3%
8720.0%0.01%
+10.0%
Q4 2019$221,0008720.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Mendel Capital Management LLC 122,332$8,975,00010.54%
Pariax, LLC 83,993$6,163,0007.08%
Signature Wealth Management Partners, LLC 83,320$6,113,0006.73%
First Citizens Financial Corp 86,728$6,363,0006.26%
Hobart Private Capital, LLC 107,863$7,913,9085.68%
Stonebridge Financial Planning Group, LLC 97,077$7,123,0004.98%
Quantitative Advantage, LLC 354,674$26,022,0004.56%
Danda Trouve Investment Management, Inc. 30,688$2,252,0004.16%
Portfolio Strategies, Inc. 190,370$13,949,0003.58%
COTTONWOOD CAPITAL ADVISORS, LLC 47,561$3,490,0003.32%
View complete list of ISHARES TR shareholders