Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 263 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 10.04 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$260,000
-9.4%
3,4700.0%0.00%0.0%
Q4 2021$287,000
-2.7%
3,4700.0%0.00%
-33.3%
Q3 2021$295,000
+13.9%
3,470
+26.4%
0.01%0.0%
Q2 2021$259,000
+2.0%
2,7450.0%0.01%0.0%
Q1 2021$254,000
+17.6%
2,745
+14.0%
0.01%
-14.3%
Q4 2020$216,000
-43.6%
2,408
-58.3%
0.01%
-68.2%
Q3 2019$383,000
-5.0%
5,7720.0%0.02%
-12.0%
Q2 2019$403,000
-1.2%
5,7720.0%0.02%
-7.4%
Q1 2019$408,000
+11.2%
5,7720.0%0.03%
+8.0%
Q4 2018$367,000
-9.8%
5,772
+0.0%
0.02%
-10.7%
Q3 2018$407,000
-1.0%
5,771
+0.7%
0.03%
-6.7%
Q2 2018$411,000
-7.4%
5,7330.0%0.03%
-11.8%
Q1 2018$444,000
-30.1%
5,733
-31.1%
0.03%
-20.9%
Q4 2017$635,000
+5.7%
8,3200.0%0.04%0.0%
Q3 2017$601,000
+17.8%
8,320
+2.6%
0.04%0.0%
Q1 2017$510,0008,1080.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
SUMITOMO LIFE INSURANCE CO 4,392,099$363,227,0008.64%
LOCKERMAN FINANCIAL GROUP, INC. 35,240$2,914,0007.62%
Analyst IMS Investment Management Services Ltd. 607,570$50,519,0004.80%
Strategic Point Investment Advisors, LLC 202,990$16,787,0003.79%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$4,640,0003.35%
Arlington Financial Advisors, LLC 78,147$6,463,0002.19%
GFS Advisors, LLC 136,900$11,322,0001.87%
PROVIDA PENSION FUND ADMINISTRATOR 1,086,498$91,592,0001.72%
Frontier Asset Management, LLC 24,904$2,060,0001.52%
PICTET BANK & TRUST Ltd 35,000$2,895,0001.49%
View complete list of ISHARES TR shareholders