Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,877,047
-0.1%
412,124
+3.4%
0.14%
+25.0%
Q2 2023$29,901,715
+3136.3%
398,691
+2972.8%
0.12%
+5700.0%
Q1 2023$923,940
+4.9%
12,975
+0.5%
0.00%
-66.7%
Q4 2022$880,900
+52.9%
12,906
+41.3%
0.01%
-14.3%
Q3 2022$576,000
-3.0%
9,136
-2.0%
0.01%0.0%
Q2 2022$594,000
-13.0%
9,327
+5.5%
0.01%
-36.4%
Q1 2022$683,000
-28.9%
8,837
-21.6%
0.01%
-26.7%
Q4 2021$961,000
+32.6%
11,270
+23.2%
0.02%
-6.2%
Q3 2021$725,000
-13.3%
9,150
-11.4%
0.02%
-11.1%
Q2 2021$836,000
-2.6%
10,333
-5.7%
0.02%
-10.0%
Q1 2021$858,000
+4.8%
10,952
-3.5%
0.02%
-23.1%
Q4 2020$819,000
+19.6%
11,345
+295.8%
0.03%
-7.1%
Q3 2020$685,000
+7.7%
2,866
+1.0%
0.03%
-20.0%
Q2 2020$636,000
+25.4%
2,8390.0%0.04%
+9.4%
Q1 2020$507,000
-25.7%
2,839
-0.9%
0.03%
-8.6%
Q4 2019$682,000
+6.1%
2,864
-0.2%
0.04%
-7.9%
Q3 2019$643,000
+96.0%
2,869
+97.6%
0.04%
+81.0%
Q2 2019$328,000
+51.2%
1,452
+27.8%
0.02%
+16.7%
Q1 2017$217,0001,1360.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders