Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is EFAV and the CUSIP is 46429B689. A total of 511 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$963,474
-15.3%
14,272
-14.9%
0.00%
+33.3%
Q1 2023$1,137,082
+25.8%
16,779
+18.0%
0.00%
-50.0%
Q4 2022$903,772
+268.9%
14,221
+230.5%
0.01%
+100.0%
Q3 2022$245,000
-75.0%
4,303
-72.2%
0.00%
-72.7%
Q2 2022$981,000
-18.1%
15,486
-6.7%
0.01%
-42.1%
Q1 2022$1,198,000
-12.9%
16,600
-7.4%
0.02%
-9.5%
Q4 2021$1,375,000
+347.9%
17,925
+340.2%
0.02%
+200.0%
Q3 2021$307,000
-28.8%
4,072
-28.6%
0.01%
-22.2%
Q2 2021$431,000
-14.8%
5,706
-17.7%
0.01%
-25.0%
Q1 2021$506,000
-18.3%
6,934
-17.7%
0.01%
-40.0%
Q4 2020$619,000
-3.0%
8,426
-10.0%
0.02%
-23.1%
Q3 2020$638,000
+2.1%
9,362
-1.1%
0.03%
-25.7%
Q2 2020$625,000
+15.3%
9,468
+8.4%
0.04%
+2.9%
Q1 2020$542,000
-16.1%
8,737
+0.7%
0.03%
+3.0%
Q4 2019$646,000
+8.6%
8,677
+7.0%
0.03%
-5.7%
Q3 2019$595,000
+35.5%
8,113
+34.2%
0.04%
+25.0%
Q2 2019$439,0006,0460.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Shelter Ins Retirement Plan 816,500$59,613,00030.48%
O'Brien Wealth Partners LLC 728,769$54,038,00017.90%
Financial Advisors, LLC 484,535$35,366,00014.11%
Burt Wealth Advisors 488,964$35,690,00013.15%
Peterson Wealth Advisors, LLC 363,847$26,557,00010.81%
Personal Wealth Partners 257,321$18,782,0008.48%
Verde Capital Management 240,159$17,531,0007.72%
Monterey Private Wealth, Inc. 181,967$13,602,0007.49%
JANICZEK WEALTH MANAGEMENT, LLC 231,002$16,861,0006.72%
MIRSKY FINANCIAL MANAGEMENT CORP. 192,545$14,054,0006.52%
View complete list of ISHARES TR shareholders