Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 92 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$345,630
-28.8%
4,403
-25.8%
0.00%0.0%
Q2 2023$485,453
-63.6%
5,931
-62.8%
0.00%
-33.3%
Q1 2023$1,334,600
+2.7%
15,950
-3.5%
0.00%
-62.5%
Q4 2022$1,299,85716,5250.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 52,397$4,924,0004.93%
Pathway Financial Advisors LLC 124,160$11,669,0004.37%
BEAM WEALTH ADVISORS, INC. 14,333$1,347,0001.55%
Wealth Advisors of Tampa Bay, LLC 42,570$4,000,0001.08%
Richard Bernstein Advisors LLC 515,373$48,215,0000.95%
Blue Edge Capital, LLC 28,465$2,675,141,0000.54%
First Heartland Consultants, Inc. 34,014$3,196,0000.50%
Sunflower Bank, N.A. 36,439$3,425,0000.46%
Interchange Capital Partners, LLC 4,441$417,0000.43%
First Bancorp, Inc /ME/ 4,248$399,0000.36%
View complete list of ISHARES TR shareholders