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 ↓
Cranbrook Wealth Management, LLC 88,572$5,034,0002.95%
Destination Wealth Management 247,462$14,066,0001.52%
HT Partners LLC 32,971$1,875,0001.02%
Edelman Financial Services, LLC 805,933$45,809,0000.71%
PICTET BANK & TRUST Ltd 12,000$682,0000.26%
First Heartland Consultants, Inc. 11,185$636,0000.24%
SCOTIA CAPITAL INC. 110,229$6,266,0000.16%
NTV ASSET MANAGEMENT LLC 9,100$517,0000.15%
Perigon Wealth Management, LLC 6,927$394,0000.11%
SG Americas Securities, LLC 273,016$15,518,0000.09%
View complete list of ISHARES TR shareholders