Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 61 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$2,486,615
-2.9%
125,239
+1.3%
0.01%
+66.7%
Q1 2023$2,562,197
-0.4%
123,599
+1.2%
0.01%
-62.5%
Q4 2022$2,573,100
+6.2%
122,180
-4.0%
0.02%
-44.8%
Q3 2022$2,423,000
-10.7%
127,278
+5.3%
0.03%
-3.3%
Q2 2022$2,712,000
-5.8%
120,836
+14.1%
0.03%
-33.3%
Q1 2022$2,880,000
+0.5%
105,917
+5.3%
0.04%
+2.3%
Q4 2021$2,865,000
+21.3%
100,541
+19.2%
0.04%
-15.4%
Q3 2021$2,362,000
+13.1%
84,341
+18.3%
0.05%
+13.0%
Q2 2021$2,089,000
+26.2%
71,296
+18.8%
0.05%
+17.9%
Q1 2021$1,655,000
+133.4%
60,008
+129.7%
0.04%
+69.6%
Q4 2020$709,00026,1300.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 254,691$6,925,048,0001.71%
Old Port Advisors 115,528$3,186,0001.08%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 600,077$16,316,0001.08%
Upper Left Wealth Management, LLC 27,479$758,0000.78%
Family Firm, Inc. 84,704$2,303,0000.60%
AGILIS PARTNERS LLC 40,333$1,097,0000.55%
COURIER CAPITAL LLC 117,813$3,203,0000.32%
TBH Global Asset Management, LLC 22,956$624,0000.13%
MARYLAND CAPITAL ADVISORS INC. 4,975$135,0000.12%
CAPITAL INSIGHT PARTNERS, LLC 16,868$459,0000.09%
View complete list of ISHARES TR shareholders