Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 567 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.9%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$711,006
-2.1%
7,336
-1.4%
0.01%0.0%
Q2 2023$726,438
+36.6%
7,443
+38.9%
0.01%
-38.1%
Q1 2023$531,873
-29.2%
5,360
-30.8%
0.02%
-32.3%
Q4 2022$751,343
+18.0%
7,749
+17.0%
0.03%
-3.1%
Q3 2022$637,000
-3.5%
6,624
+1.8%
0.03%
+3.2%
Q2 2022$660,000
-3.4%
6,5070.0%0.03%
+3.3%
Q1 2022$683,000
-23.5%
6,507
-22.8%
0.03%
-11.8%
Q4 2021$893,000
-53.0%
8,433
-53.2%
0.03%
-65.3%
Q3 2021$1,902,000
+9.2%
18,007
+9.9%
0.10%
+4.3%
Q2 2021$1,742,000
+156.9%
16,387
+155.6%
0.09%
+113.6%
Q1 2021$678,000
-17.5%
6,410
-18.5%
0.04%
-32.3%
Q4 2020$822,000
+23.6%
7,868
+23.1%
0.06%
-34.3%
Q3 2020$665,000
-13.0%
6,393
-14.3%
0.10%
-18.9%
Q2 2020$764,000
-69.3%
7,459
-70.0%
0.12%
-76.6%
Q1 2020$2,488,000
-97.9%
24,902
-97.9%
0.52%
-97.2%
Q4 2019$118,968,000
+2.0%
1,181,291
+1.4%
18.59%
-4.1%
Q3 2019$116,660,000
+2.2%
1,164,624
+2.6%
19.38%
-7.0%
Q2 2019$114,134,000
+3.1%
1,134,761
+2.2%
20.83%
+0.5%
Q1 2019$110,724,000
+8.9%
1,110,794
+7.1%
20.74%
+3.5%
Q4 2018$101,663,000
-17.4%
1,037,163
-16.8%
20.03%
-19.7%
Q3 2018$123,141,000
-2.6%
1,246,620
-1.7%
24.94%
-6.4%
Q2 2018$126,374,000
-2.0%
1,267,668
-1.6%
26.64%
-0.5%
Q1 2018$129,003,000
+48.5%
1,288,228
+48.1%
26.76%
+42.9%
Q4 2017$86,890,000
-1.4%
870,030
-0.9%
18.73%
-5.7%
Q3 2017$88,121,000
+3.9%
877,871
+3.9%
19.86%
-3.6%
Q2 2017$84,835,000
+5.2%
845,138
+6.3%
20.61%
+2.0%
Q1 2017$80,654,000
+39052.4%
795,008
+38232.1%
20.20%
+23394.2%
Q3 2015$206,000
-59.9%
2,074
-59.7%
0.09%
-57.6%
Q2 2015$514,000
-56.1%
5,141
-56.4%
0.20%
-55.6%
Q1 2015$1,172,000
-84.3%
11,792
-84.3%
0.46%
-84.2%
Q4 2014$7,450,000
+212.0%
75,242
+216.7%
2.89%
+186.0%
Q3 2014$2,388,000
-63.5%
23,761
-62.7%
1.01%
-65.9%
Q2 2014$6,536,000
-87.6%
63,770
-87.8%
2.97%
-85.8%
Q1 2014$52,674,000
-0.4%
520,802
-0.6%
20.90%
+4.0%
Q4 2013$52,908,000
-6.5%
524,005
-6.4%
20.10%
-25.9%
Q3 2013$56,593,000
+11.4%
559,548
+10.9%
27.14%
+4.0%
Q2 2013$50,796,000504,53526.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
NATIONAL MUTUAL FUNDS MANAGEMENT LTD 148,352$14,378,27659.34%
First Trust Bank, Ltd. 65,390$6,337,59933.85%
KEATING INVESTMENT COUNSELORS INC 690,057$66,880,36422.68%
Walker Financial Services, Inc. 203,538$19,726,87219.17%
GoalFusion Wealth Management, LLC 179,393$17,386,77012.92%
M. Kulyk & Associates, LLC 458,861$44,472,83112.35%
Wilshire Advisors LLC 203,633$19,736,10910.96%
JEPPSON WEALTH MANAGEMENT, LLC 212,989$20,642,8949.46%
Echo45 Advisors LLC 111,665$10,822,6069.18%
Northland Capital Management LLC 130,526$12,650,5428.56%
View complete list of ISHARES TR shareholders