Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 117 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$348,760
+8.3%
5,7100.0%0.00%0.0%
Q1 2023$322,094
+14.3%
5,710
+6.7%
0.00%
-50.0%
Q4 2022$281,729
+19.9%
5,352
+12.6%
0.00%
-33.3%
Q3 2022$235,000
-4.9%
4,7520.0%0.00%0.0%
Q2 2022$247,000
-35.7%
4,752
-22.3%
0.00%
-50.0%
Q1 2022$384,000
-5.4%
6,1160.0%0.01%0.0%
Q4 2021$406,000
+9.4%
6,1160.0%0.01%
-25.0%
Q3 2021$371,000
-15.1%
6,116
-14.9%
0.01%
-20.0%
Q2 2021$437,000
+8.4%
7,188
+300.0%
0.01%0.0%
Q1 2021$403,000
+3.3%
1,7970.0%0.01%
-23.1%
Q4 2020$390,0001,7970.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 90,594$6,016,0003.89%
Brand Asset Management Group, Inc. 71,037$4,718,0002.12%
Dentgroup LLC 15,338$1,019,0000.96%
Equitable Holdings, Inc. 690,178$45,834,0000.72%
West Coast Financial LLC 41,378$2,748,0000.39%
Red Tortoise LLC 7,232$480,0000.33%
PACIFIC SUN FINANCIAL CORP 9,340$620,0000.33%
LANDAAS & CO /WI /ADV 8,290$551,0000.29%
Karn, Couzens & Associates, Inc. 5,932$394,0000.27%
FLAGSTAR ADVISORS INC 12,278$815,0000.25%
View complete list of ISHARES TR shareholders