Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 607 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 16.37 and the average weighting 0.8%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,474,604
-15.4%
974,346
-12.1%
0.10%
+5.1%
Q2 2023$25,380,719
+1468.7%
1,108,328
+1501.6%
0.10%
+2375.0%
Q1 2023$1,617,972
+10.0%
69,203
+6.9%
0.00%
-55.6%
Q4 2022$1,471,138
+51.0%
64,765
+51.4%
0.01%
-25.0%
Q3 2022$974,000
-4.7%
42,784
+0.0%
0.01%
+9.1%
Q2 2022$1,022,000
-9.6%
42,778
-5.8%
0.01%
-38.9%
Q1 2022$1,131,000
-6.1%
45,413
+0.6%
0.02%0.0%
Q4 2021$1,204,000
+0.6%
45,134
+0.0%
0.02%
-30.8%
Q3 2021$1,197,000
-7.9%
45,130
-7.6%
0.03%
-7.1%
Q2 2021$1,300,000
+1.6%
48,863
+0.0%
0.03%
-6.7%
Q1 2021$1,280,000
-3.8%
48,860
+0.0%
0.03%
-30.2%
Q4 2020$1,331,00048,8580.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Antonetti Capital Management LLC 534,175$11,773,22418.39%
Hoese & Co LLP 765,533$16,864,57617.28%
Heirloom Wealth Management 1,591,598$35,078,82015.59%
Nationwide Fund Advisors 5,761,302$126,979,09613.88%
Fund Evaluation Group, LLC 5,855,554$129,05611.47%
ERTS Wealth Advisors, LLC 2,119,842$46,721,31511.25%
Crane Advisory, LLC 1,895,834$41,641,99510.44%
COOK WEALTH MANAGEMENT GROUP LLC 620,159$13,519,46610.37%
ACCESS FINANCIAL SERVICES, INC. 757,595$16,697,39410.00%
Spectrum Asset Management, Inc. (NB/CA) 785,340$17,308,9009.09%
View complete list of ISHARES TR shareholders