Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$244,622
-51.8%
3,340
-49.9%
0.00%
-50.0%
Q2 2023$507,545
+55.9%
6,673
+43.6%
0.00%
+100.0%
Q1 2023$325,4994,6460.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$1,956,0001.12%
BigSur Wealth Management LLC 32,598$1,495,0001.09%
Capital Advisors, Ltd. LLC 63,968$2,933,0000.92%
ASSETMARK, INC 1,608,822$73,764,0000.72%
Carroll Financial Associates, Inc. 121,248$5,559,0000.59%
180 WEALTH ADVISORS, LLC 17,655$809,0000.40%
Curbstone Financial Management Corp 23,300$1,068,0000.30%
Dorsey & Whitney Trust CO LLC 36,350$1,667,0000.29%
GFS Advisors, LLC 29,000$1,330,0000.28%
MFA WEALTH ADVISORS, LLC 7,732$374,0000.25%
View complete list of ISHARES TR shareholders