Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 418 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$106,876,439
-47.2%
967,471
-47.2%
0.52%
-34.0%
Q2 2023$202,470,351
+50.2%
1,833,140
+50.2%
0.79%
+147.8%
Q1 2023$134,832,260
+2756.9%
1,220,202
+2742.1%
0.32%
+960.0%
Q4 2022$4,719,589
+56.6%
42,933
+56.7%
0.03%
-16.7%
Q3 2022$3,014,000
+95.7%
27,397
+95.8%
0.04%
+111.8%
Q2 2022$1,540,000
+35.8%
13,991
+36.4%
0.02%
-32.0%
Q3 2021$1,134,000
-49.8%
10,261
-49.9%
0.02%
-49.0%
Q2 2021$2,261,000
+9.3%
20,466
+9.3%
0.05%0.0%
Q1 2021$2,069,00018,7250.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders