Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is SHV and the CUSIP is 464288679. A total of 225 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$2,884,000
+0.1%
26,0610.0%0.53%
-2.6%
Q1 2019$2,882,000
-8.4%
26,061
-8.6%
0.54%
-12.9%
Q4 2018$3,146,000
-0.1%
28,5230.0%0.62%
-2.8%
Q3 2018$3,150,000
+46.6%
28,523
+46.6%
0.64%
+40.8%
Q2 2018$2,149,000
+0.0%
19,4590.0%0.45%
+1.6%
Q1 2018$2,148,00019,4590.45%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 71,534$7,904,50770.88%
ACUTE INVESTMENT ADVISORY, LLC 751,003$82,985,83454.36%
Gateway Advisory, LLC 1,698,780$187,71541.80%
LaSalle St. Investment Advisors, LLC 738,904$81,64836.07%
PEAVINE CAPITAL, LLC 1,227,795$135,671,35731.32%
Cornerstone Retirement Group, Inc. 846,569$93,545,91127.44%
Estate Counselors, LLC 1,187,945$131,267,92317.35%
AFFINIA FINANCIAL GROUP, LLC 201,113$22,198,74116.43%
Crane Advisory, LLC 432,798$47,703,02016.21%
Allred Capital Management, LLC 274,859$30,371,87616.09%
View complete list of ISHARES TR shareholders