Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 3 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,212,478
-1.4%
11,460
-0.3%
0.01%
+20.0%
Q2 2023$1,229,256
-4.5%
11,492
-3.4%
0.01%
+66.7%
Q1 2023$1,287,180
+3.0%
11,893
+1.3%
0.00%
-62.5%
Q4 2022$1,250,22811,7460.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
B. Riley Wealth Advisors, Inc. 25,180$2,836,0000.58%
Ashfield Capital Partners, LLC 47,202$5,316,0000.52%
Rehmann Capital Advisory Group 24,682$2,780,0000.51%
BANK HAPOALIM BM 16,745$1,886,0000.50%
CETERA INVESTMENT MANAGEMENT LLC 5,769$650,0000.49%
Zions Bancorporation 22,690$2,556,0000.45%
Charles Schwab Investment Advisory, Inc. 502,802$56,625,0000.39%
Exchange Capital Management, Inc. 7,522$847,0000.32%
Sigma Planning Corp 21,903$2,467,0000.27%
AT Bancorp 14,026$1,580,0000.21%
View complete list of ISHARES TR shareholders