Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 388 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.06 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$550,817
-98.1%
11,717
-98.0%
0.00%
-97.4%
Q2 2023$29,509,322
+18.0%
599,533
+16.9%
0.12%
+94.9%
Q1 2023$25,008,304
+33.6%
512,770
+24.6%
0.06%
-50.8%
Q4 2022$18,724,870
+17.4%
411,531
+3.2%
0.12%
-37.5%
Q3 2022$15,954,000
-14.5%
398,763
-3.8%
0.19%
-6.8%
Q2 2022$18,652,000
+29.8%
414,480
+50.8%
0.21%
-7.6%
Q1 2022$14,368,000
+584.2%
274,873
+627.7%
0.22%
+596.9%
Q4 2021$2,100,000
+90.9%
37,771
+82.3%
0.03%
-8.6%
Q4 2020$1,100,000
+35.8%
20,714
+17.3%
0.04%
+6.1%
Q3 2020$810,000
+9.3%
17,666
+3.0%
0.03%
-19.5%
Q2 2020$741,000
+13.3%
17,159
-0.8%
0.04%0.0%
Q1 2020$654,000
+13.7%
17,291
+47.8%
0.04%
+41.4%
Q4 2019$575,000
+2.0%
11,702
-13.0%
0.03%
-23.7%
Q4 2018$564,00013,4500.04%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 2,273,797$103,457,7888.20%
Sageworth Trust Co of South Dakota 79,820$3,6328.16%
GERMAN AMERICAN BANCORP, INC. 1,033,002$47,001,5907.44%
TLWM 418,398$19,037,2846.90%
Mader & Shannon Wealth Management, Inc. 225,152$10,244,0006.78%
Sageworth Trust Co 1,858,616$84,5676.72%
Dentgroup LLC 129,424$5,888,7995.08%
CMH Wealth Management LLC 229,683$10,450,5763.35%
Legacy Private Trust Co. 762,034$34,672,5473.13%
VERITY Wealth Advisors 56,696$2,579,6702.53%
View complete list of ISHARES TR shareholders