Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 257 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$451,000
-24.8%
11,969
-2.0%
0.10%
+1.1%
Q4 2019$600,000
-6.4%
12,213
-12.2%
0.09%
-12.1%
Q3 2019$641,000
-1.7%
13,909
-0.2%
0.11%
-10.1%
Q2 2019$652,0000.0%13,939
-1.1%
0.12%
-2.5%
Q1 2019$652,000
+9.4%
14,094
-0.8%
0.12%
+4.3%
Q4 2018$596,000
-17.3%
14,205
-6.0%
0.12%
-19.9%
Q3 2018$721,000
+1.0%
15,1110.0%0.15%
-2.7%
Q2 2018$714,000
-11.2%
15,111
-6.6%
0.15%
-10.2%
Q1 2018$804,000
-5.4%
16,175
-4.9%
0.17%
-8.7%
Q4 2017$850,000
-0.2%
17,016
-3.4%
0.18%
-4.7%
Q3 2017$852,000
-3.9%
17,623
-9.4%
0.19%
-10.7%
Q2 2017$887,000
+1.3%
19,457
-3.2%
0.22%
-1.8%
Q1 2017$876,000
+2.0%
20,090
-5.9%
0.22%
-24.5%
Q4 2016$859,000
-6.3%
21,340
-3.4%
0.29%
-5.5%
Q3 2016$917,000
+4.4%
22,101
-1.9%
0.31%0.0%
Q2 2016$878,000
-8.3%
22,538
-7.0%
0.31%
-8.1%
Q1 2016$957,000
-2.7%
24,244
-2.4%
0.33%
-14.1%
Q4 2015$984,000
-24.4%
24,842
-25.5%
0.39%
-28.4%
Q3 2015$1,302,000
-12.1%
33,336
-0.5%
0.54%
-7.0%
Q2 2015$1,481,000
-3.9%
33,516
-2.8%
0.58%
-2.8%
Q1 2015$1,541,000
-2.2%
34,473
-5.8%
0.60%
-1.6%
Q4 2014$1,575,000
-13.7%
36,614
-8.7%
0.61%
-20.9%
Q3 2014$1,824,000
-6.3%
40,098
-1.1%
0.77%
-12.7%
Q2 2014$1,946,000
-8.9%
40,526
-11.7%
0.88%
+4.2%
Q1 2014$2,136,000
-8.5%
45,872
-8.3%
0.85%
-4.4%
Q4 2013$2,335,000
+0.2%
50,040
-3.8%
0.89%
-20.7%
Q3 2013$2,331,000
+0.8%
52,008
-8.4%
1.12%
-5.9%
Q2 2013$2,312,00056,8021.19%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Dentgroup LLC 122,945$6,275,0985.57%
VERITY Wealth Advisors 57,024$2,910,4832.50%
Capital Investment Advisors, LLC 516,772$26,376,0350.66%
Apella Capital, LLC 116,894$5,862,2560.33%
MASSMUTUAL TRUST CO FSB/ADV 50,567$2,580,9400.09%
Lowe Wealth Advisors, LLC 887$45,2720.02%
Versant Capital Management, Inc 224$11,4330.00%
View complete list of ISHARES TR shareholders