Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 196 filers reported holding ISHARES TR in Q3 2023. 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$331,716
+48.1%
13,034
+44.2%
0.00%0.0%
Q1 2023$224,028
-2.5%
9,037
-8.8%
0.00%0.0%
Q4 2022$229,6849,9130.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Valued Wealth Advisors LLC 29,349$744,2880.69%
Dentgroup LLC 12,471$330,6110.29%
CGN Advisors LLC 16,626$440,7550.06%
Versant Capital Management, Inc 2,087$55,3260.02%
Global Wealth Strategies & Associates 0$00.00%
View complete list of ISHARES TR shareholders