Modera Wealth Management, LLC - ISHARES U S ETF TR ownership

ISHARES U S ETF TR's ticker is MEAR and the CUSIP is 46431W838. A total of 91 filers reported holding ISHARES U S ETF TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES U S ETF TR
ValueSharesWeighting
Q1 2023$399,431
+0.5%
7,9950.0%0.02%
-6.2%
Q4 2022$397,511
-88.0%
7,995
-88.0%
0.02%
-90.5%
Q3 2022$3,311,000
-0.2%
66,6950.0%0.17%
+6.3%
Q2 2022$3,316,000
+733.2%
66,695
+734.2%
0.16%
+777.8%
Q1 2022$398,000
-0.7%
7,9950.0%0.02%
+20.0%
Q4 2021$401,0000.0%7,9950.0%0.02%
-28.6%
Q3 2021$401,0000.0%7,9950.0%0.02%
-4.5%
Q2 2021$401,000
-0.2%
7,9950.0%0.02%
-15.4%
Q1 2021$402,0000.0%7,9950.0%0.03%
-18.8%
Q4 2020$402,0007,9950.03%
Other shareholders
ISHARES U S ETF TR shareholders Q1 2021
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 687,536$34,246,1575.75%
Resonant Capital Advisors, LLC 573,614$28,571,7133.05%
Smart Money Group LLC 108,711$5,414,8952.57%
Obsidian Personal Planning Solutions LLC 54,029$2,691,1842.30%
Ullmann Wealth Partners Group, LLC 220,575$10,986,8472.05%
KM Capital Management Ltd. 54,962$2,737,6571.87%
Kathmere Capital Management, LLC 210,849$10,502,3891.56%
Elmwood Wealth Management, Inc. 61,835$3,080,0021.49%
Foster Group, Inc. 459,153$22,870,4241.40%
Syverson Strege & Co 54,036$2,691,5491.20%
View complete list of ISHARES U S ETF TR shareholders