Cerity Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 5 filers reported holding ISHARES TR in Q4 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
Q3 2023$558,497
-8.0%
23,427
-8.1%
0.00%
+50.0%
Q2 2023$606,981
+119.6%
25,503
+121.6%
0.00%
+100.0%
Q1 2023$276,379
+23.0%
11,511
+22.1%
0.00%0.0%
Q4 2022$224,762
-28.0%
9,424
-27.6%
0.00%
-75.0%
Q3 2022$312,000
+35.7%
13,024
+38.2%
0.00%
+33.3%
Q2 2022$230,000
-48.4%
9,424
-46.2%
0.00%
-57.1%
Q4 2021$446,00017,5320.01%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Capital Investment Advisors, LLC 1,181,799$28,197,7130.71%
Horizons Wealth Management 38,210$911,6810.60%
Montecito Bank & Trust 46,189$1,102,0700.24%
Richard P Slaughter Associates Inc 36,894$880,2900.22%
Greenfield Savings Bank 12,099$288,6820.17%
View complete list of ISHARES TR shareholders