Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 718 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$704,788
+83.2%
7,999
+89.8%
0.01%
+66.7%
Q1 2024$384,619
+6.7%
4,215
-7.4%
0.01%0.0%
Q4 2023$360,531
+5.6%
4,551
-3.7%
0.01%0.0%
Q3 2023$341,407
-10.1%
4,726
-6.6%
0.01%
-14.3%
Q2 2023$379,575
+62.1%
5,061
+54.6%
0.01%
-22.2%
Q1 2023$234,124
+4.7%
3,2740.0%0.01%0.0%
Q4 2022$223,614
+7.0%
3,274
-1.1%
0.01%
-18.2%
Q3 2022$209,000
-14.3%
3,310
-13.5%
0.01%
-8.3%
Q2 2022$244,000
-9.6%
3,826
+9.5%
0.01%0.0%
Q1 2022$270,000
-13.2%
3,493
-4.4%
0.01%0.0%
Q4 2021$311,000
-2.2%
3,652
-9.0%
0.01%
-25.0%
Q3 2021$318,000
+10.8%
4,015
+13.2%
0.02%
+6.7%
Q2 2021$287,000
+3.2%
3,5480.0%0.02%
-16.7%
Q1 2021$278,000
+8.2%
3,5480.0%0.02%
-10.0%
Q4 2020$257,000
+19.0%
3,548
+292.9%
0.02%
-37.5%
Q3 2020$216,000
+1.4%
903
-5.2%
0.03%
-5.9%
Q2 2020$213,0009530.03%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders