Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 8 filers reported holding ISHARES TR in Q4 2023. 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
Q3 2023$213,881
-83.0%
2,595
-82.5%
0.00%
-80.0%
Q2 2023$1,258,278
-1.3%
14,805
-3.2%
0.01%
+66.7%
Q1 2023$1,275,408
-17.7%
15,300
-16.2%
0.00%
-70.0%
Q4 2022$1,548,80518,2470.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Oliver Luxxe Assets LLC 26,012$2,505,0002.57%
ASSETMARK, INC 1,151,842$110,922,0001.94%
FCA CORP /TX 31,411$3,025,0001.61%
Mirae Asset Global Investments Co., Ltd. 505,410$48,671,0001.32%
JUNCTURE WEALTH STRATEGIES, LLC 18,497$1,781,0001.32%
EXENCIAL WEALTH ADVISORS, LLC 21,444$2,065,0000.97%
Financial Architects, Inc 16,083$1,549,0000.55%
MERIDIAN INVESTMENT COUNSEL INC. 7,205$694,0000.49%
East Coast Asset Management, LLC. 8,696$837,0000.44%
Brinker Capital Investments, LLC 103,920$10,008,0000.43%
View complete list of ISHARES TR shareholders