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IEIIEI
Showing 8 of 23 quarters

Position history for Cerity Partners LLCCerity Partners LLC's holdings in ISHARES TR

Cerity Partners LLC holds 2M shares of IEI (ISHARES TR), worth $230.2M as of 2026-Q2. The position was decreased (-0.5% shares). IEI represents 0.3% of Cerity Partners LLC's portfolio.

Current Value

$230.2M

Current Shares

2M

Total Value Change

-$13.3M

Total Shares Change

-76,075

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
2M
-0.5%
$230.2M0.3%$116.71
0
2026-Q1
Increased
2M
+0.7%
$233.5M0.3%$116.77
37
2025-Q4
Increased
2M
+5.9%
$233.3M0.3%$116.82
39
2025-Q3
Increased
1.8M
+2.6%
$220.7M0.4%$115.59
38
2025-Q2
Decreased
1.8M
-22.8%
$214.3M0.4%$114.17
0
2025-Q1
Increased
2.3M
+5.5%
$275.2M0.6%$112.27
46
2024-Q4
Increased
2.2M
+8.5%
$255.3M0.6%$109.22
47
2024-Q3
Increased
2M
+7.5%
$243.5M0.5%$111.83
47

Other major holders of IEI: JPMORGAN CHASE & CO

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