Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$476,806
-6.8%
4,726
-2.1%
0.01%0.0%
Q2 2023$511,6444,8250.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 90,523$13,129,0007.19%
Vontobel Swiss Wealth Advisors AG 30,364$4,404,0002.32%
GRIMES & COMPANY, INC. 138,045$20,021,0001.94%
Milestone Advisory Partners 15,114$2,192,0001.64%
NAVELLIER & ASSOCIATES INC 68,977$10,004,0001.52%
PLANNING DIRECTIONS INC 7,523$1,091,0001.07%
Stillwater Capital Advisors, LLC 26,325$3,818,0000.92%
BREITER CAPITAL MANAGEMENT INC 3,912$567,0000.77%
Risk Paradigm Group, LLC 3,379$490,056,0000.62%
Prospera Financial Services Inc 29,566$4,284,0000.60%
View complete list of ISHARES TR shareholders