Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSV and the CUSIP is 464287663. A total of 9 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$1,262,126
-16.1%
16,914
-12.0%
0.01%0.0%
Q2 2023$1,504,312
+32.4%
19,222
+24.9%
0.01%
+100.0%
Q1 2023$1,135,778
+209.2%
15,394
+196.0%
0.00%
+50.0%
Q4 2022$367,3725,2010.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Tanglewood Legacy Advisors, LLC 496,529$37,050,97122.21%
SOUTHERN CAPITAL ADVISORS, LLC 274,989$20,519,67717.07%
Veracity Capital LLC 325,036$24,254,22211.25%
COREPATH WEALTH PARTNERS LLC 239,955$17,828,65310.75%
ForthRight Wealth Management, LLC 314,576$23,473,65310.12%
McGlone Suttner Wealth Management, Inc. 533,851$39,837,4959.23%
IRONWOOD WEALTH MANAGEMENT, INC. 207,381$15,221,7669.09%
HANTZ FINANCIAL SERVICES, INC. 364,080$27,1689.05%
STEVENS CAPITAL PARTNERS 149,062$11,123,0248.93%
ASPIRIANT, LLC 2,321,951$173,265,5768.87%
View complete list of ISHARES TR shareholders