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 ↓
SOUTHERN CAPITAL ADVISORS, LLC 242,198$15,164,00012.40%
ForthRight Wealth Management, LLC 304,753$19,081,00011.19%
COREPATH WEALTH PARTNERS LLC 217,867$14,179,00010.53%
IRONWOOD WEALTH MANAGEMENT, INC. 215,784$13,802,0009.92%
Madison Wealth Partners, Inc 198,124$12,405,0008.11%
GDS Wealth Management 579,599$36,289,0008.08%
HANTZ FINANCIAL SERVICES, INC. 328,692$20,579,0008.05%
Drake & Associates, LLC 218,039$13,651,0007.77%
Financial Council, LLC 107,188$6,711,0007.75%
SIGNATUREFD, LLC 3,605,089$225,715,0007.73%
View complete list of ISHARES TR shareholders