Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 258 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 4.40 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$748,654
+250.0%
8,633
+232.7%
0.00%
+100.0%
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 ↓
JUNCTURE WEALTH STRATEGIES, LLC 90,903$5,554,0004.29%
Ayalon Insurance Comp Ltd. 74,900$4,589,0003.30%
Newfound Research LLC 72,805$4,448,0003.24%
Hamilton Wealth, LLC 63,150$3,858,0003.06%
Richard Bernstein Advisors LLC 1,305,198$79,747,0002.59%
Crestone Asset Management LLC 90,381$5,522,0001.95%
FCA CORP /TX 57,805$3,532,0001.37%
EXENCIAL WEALTH ADVISORS, LLC 74,763$4,568,0001.08%
Cambria Investment Management, L.P. 102,970$6,291,0000.97%
Brinker Capital Investments, LLC 488,720$29,861,0000.95%
View complete list of ISHARES TR shareholders