Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Cerity Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,456,820
+484.3%
59,314
+512.8%
0.02%
+750.0%
Q2 2023$591,586
+13.3%
9,679
+12.1%
0.00%
+100.0%
Q1 2023$522,042
-70.3%
8,633
-72.5%
0.00%
-90.9%
Q4 2022$1,757,049
+660.6%
31,387
+778.4%
0.01%
+120.0%
Q1 2021$231,000
-91.8%
3,573
-94.4%
0.01%
-97.2%
Q1 2020$2,808,000
+113.2%
63,365
+179.9%
0.18%
+164.2%
Q4 2019$1,317,000
+6.6%
22,6380.0%0.07%
-8.2%
Q3 2019$1,236,000
-0.4%
22,6380.0%0.07%
-6.4%
Q2 2019$1,241,000
+1.2%
22,6380.0%0.08%
-6.0%
Q1 2019$1,226,000
+10.8%
22,6380.0%0.08%
+12.2%
Q4 2018$1,106,00022,6380.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders