Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$74,688,244
-3.3%
837,125
+3.0%
1.41%
+0.4%
Q2 2023$77,263,529
+753.8%
812,531
+740.4%
1.40%
+299.7%
Q1 2023$9,048,913
+1.8%
96,687
-0.7%
0.35%
-3.0%
Q4 2022$8,889,798
+14.2%
97,358
+3.1%
0.36%
-8.1%
Q3 2022$7,787,000
-9.0%
94,441
-1.8%
0.39%
-3.4%
Q2 2022$8,560,000
-12.2%
96,152
+1.0%
0.41%
-5.3%
Q1 2022$9,744,000
-0.2%
95,164
+1.9%
0.43%
+15.5%
Q4 2021$9,762,000
+3.3%
93,429
-0.4%
0.37%
-23.1%
Q3 2021$9,447,000
-2.6%
93,844
+2.0%
0.48%
-7.3%
Q2 2021$9,701,000
+5.3%
92,010
+0.6%
0.52%
-12.7%
Q1 2021$9,216,000
+23.8%
91,482
-0.1%
0.60%
+1.4%
Q4 2020$7,447,000
+3515.0%
91,585
+5341.8%
0.59%
+1806.5%
Q3 2020$206,000
-13.4%
1,683
-15.0%
0.03%
-18.4%
Q2 2020$238,000
-16.5%
1,981
-30.6%
0.04%
-36.7%
Q1 2020$285,000
+39.0%
2,854
+106.7%
0.06%
+62.2%
Q2 2019$205,000
+1.0%
1,381
+0.1%
0.04%
-2.6%
Q1 2019$203,000
-7.3%
1,379
-16.8%
0.04%
-11.6%
Q4 2018$219,000
-20.7%
1,657
+0.2%
0.04%
-23.2%
Q3 2018$276,000
+15.0%
1,654
+12.4%
0.06%
+9.8%
Q2 2018$240,000
+8.1%
1,4720.0%0.05%
+10.9%
Q1 2018$222,000
-1.8%
1,472
+0.1%
0.05%
-6.1%
Q4 2017$226,0001,4710.05%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
RGT Wealth Advisors, LLC 849,049$89,515,00016.08%
Portfolio Solutions, LLC 1,318,891$134,197,00015.64%
Johnson Midwest Financial, LLC 150,019$15,816,00015.56%
Palisades Hudson Asset Management, L.P. 308,210$32,495,00014.51%
PIERSHALE FINANCIAL GROUP, INC. 289,788$30,552,00012.03%
Barber Financial Group, Inc. 532,750$56,168,0007.64%
Probity Advisors, Inc. 277,937$29,303,0006.17%
Camarda Financial Advisors, LLC 89,480$9,434,0005.83%
SAX WEALTH ADVISORS, LLC 156,044$16,452,0005.64%
Sterling Financial Planning, Inc. 79,647$8,397,0005.45%
View complete list of ISHARES TR shareholders