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 ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders