Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 560 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$620,780
-71.2%
42,461
-63.7%
0.00%
-62.5%
Q2 2023$2,153,494
-0.9%
117,031
+6.4%
0.01%
+60.0%
Q1 2023$2,173,044
+31.9%
110,016
+119.0%
0.01%
-54.5%
Q4 2022$1,647,109
+32.6%
50,238
-22.8%
0.01%
-26.7%
Q3 2022$1,242,00065,0580.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arosa Capital Management LP 5,075,000$109,214,00018.68%
Arlington Financial Advisors, LLC 1,250,556$26,912,00010.20%
ELEMENT POINTE ADVISORS, LLC 779,382$16,772,0005.65%
TOBIAS FINANCIAL ADVISORS, INC. 588,249$12,659,0004.37%
Total Wealth Planning, LLC 664,159$14,293,0003.86%
Arosa Capital Management LP 1,000,000$21,520,0003.68%
CONSILIO WEALTH ADVISORS, LLC 201,481$4,336,0003.41%
Coastal Bridge Advisors, LLC 628,384$13,523,0003.11%
PENOBSCOT WEALTH MANAGEMENT 131,620$2,832,0002.55%
Lattice Capital Management, LLC 82,845$1,721,519,0002.46%
View complete list of ISHARES TR shareholders