Cerity Partners LLC - ISHARES TR ownership

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$760,800
-0.4%
30,000
-0.7%
0.00%
+33.3%
Q2 2023$763,758
+0.4%
30,2000.0%0.00%
+50.0%
Q1 2023$760,738
+50.5%
30,200
+49.5%
0.00%
-33.3%
Q4 2022$505,60620,2000.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
INSTRUMENTAL WEALTH, LLC 408,854$10,303,13013.60%
Paradigm, Strategies in Wealth Management, LLC 553,890$13,952,47710.98%
American Planning Services, Inc. 536,389$13,511,6399.16%
Ruggaard & Associates LLC 466,373$11,747,9397.25%
NovaPoint Capital, LLC 653,532$16,462,4616.74%
PFG Private Wealth Management, LLC 294,346$7,414,5864.71%
ABSOLUTE CAPITAL MANAGEMENT, LLC 209,549$5,278,5434.67%
Windsor Capital Management, LLC 526,520$13,263,0334.56%
Keeler Thomas Management LLC 381,152$9,601,2204.51%
Reliant Wealth Planning 243,667$6,137,9723.80%
View complete list of ISHARES TR shareholders