Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 256 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,551,959
-86.5%
27,610
-86.1%
0.05%
-83.3%
Q2 2023$78,251,110
+15.9%
199,178
+0.1%
0.30%
+91.8%
Q1 2023$67,527,342
+17.3%
199,007
+13.5%
0.16%
-56.9%
Q4 2022$57,590,599
+547.1%
175,381
+444.7%
0.37%
+244.9%
Q3 2022$8,900,000
-84.7%
32,198
-83.7%
0.11%
-83.4%
Q2 2022$58,286,000
-7.3%
197,991
+3.2%
0.64%
-34.1%
Q1 2022$62,860,000
-13.6%
191,941
-1.0%
0.98%
-11.7%
Q4 2021$72,734,000193,9331.11%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 114,825$40,169,00016.19%
JGP Wealth Management, LLC 114,927$42,276,0009.80%
Brouwer & Janachowski, LLC 158,296$55,377,0009.73%
Mathes Company, Inc. 35,015$12,249,0004.97%
Provident Wealth Management, LLC 11,209$3,921,0004.56%
Legacy Financial Strategies, LLC 23,482$8,215,0004.19%
Equitable Holdings, Inc. 491,977$172,108,0003.92%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 62,417$21,835,3393.68%
Apexium Financial, LP 12,789$4,474,0003.54%
Horst & Graben Wealth Management LLC 26,174$9,156,0003.16%
View complete list of ISHARES TR shareholders