Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 596 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 1.0%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$75,168,056
+76.2%
777,296
+77.8%
0.37%
+120.5%
Q2 2023$42,665,900
+2851.8%
437,153
+2901.0%
0.17%
+5433.3%
Q1 2023$1,445,398
+4.8%
14,567
+2.5%
0.00%
-66.7%
Q4 2022$1,378,673
+203.7%
14,216
+200.9%
0.01%
+80.0%
Q3 2022$454,000
-96.3%
4,724
-96.1%
0.01%
-96.3%
Q2 2022$12,270,000
+3909.8%
120,975
+4083.1%
0.14%
+2620.0%
Q4 2021$306,000
+31.9%
2,892
+31.6%
0.01%0.0%
Q3 2021$232,0002,1980.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders