Cerity Partners OCIO LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 446 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners OCIO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$261
-99.9%
9,5950.0%0.01%0.0%
Q3 2022$216,000
-49.5%
9,595
-39.1%
0.01%
-42.9%
Q2 2022$428,000
-14.7%
15,747
-0.4%
0.01%
-6.7%
Q1 2022$502,000
+1.8%
15,8150.0%0.02%
+7.1%
Q4 2021$493,000
+53.1%
15,815
+49.5%
0.01%
+40.0%
Q3 2021$322,000
+2.9%
10,580
+9.5%
0.01%0.0%
Q2 2021$313,000
+3.0%
9,663
+0.2%
0.01%
-9.1%
Q1 2021$304,000
+33.9%
9,643
+25.4%
0.01%
+22.2%
Q4 2020$227,000
+11.8%
7,687
-4.9%
0.01%
-10.0%
Q2 2020$203,000
-24.8%
8,0830.0%0.01%
-16.7%
Q4 2019$270,000
+3.4%
8,083
-4.9%
0.01%
-7.7%
Q3 2019$261,0000.0%8,4990.0%0.01%
-7.1%
Q2 2019$261,000
-0.4%
8,4990.0%0.01%
-6.7%
Q1 2019$262,000
+7.4%
8,4990.0%0.02%
-6.2%
Q4 2018$244,000
-11.9%
8,4990.0%0.02%
-5.9%
Q3 2018$277,0008,4990.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders