Cerity Partners LLC - ISHARES TR ownership

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 Q4 2023
NameSharesValueWeighting ↓
TEXAS TREASURY SAFEKEEPING TRUST CO 62,000$10,096,00010.87%
Cranbrook Wealth Management, LLC 95,957$5,987,0004.20%
Destination Wealth Management 254,942$15,906,0001.70%
Retirement Planning Group, LLC 45,703$2,851,0000.92%
Edelman Financial Services, LLC 552,823$34,491,0000.64%
First Heartland Consultants, Inc. 14,938$932,0000.46%
Ameritas Investment Partners, Inc. 90,000$5,615,0000.44%
PICTET BANK & TRUST Ltd 12,000$748,0000.30%
Smith Salley Wealth Management 5,178$323,0000.20%
NTV ASSET MANAGEMENT LLC 9,100$567,0000.18%
View complete list of ISHARES TR shareholders