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 106 filers reported holding ISHARES U S ETF TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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 2023
NameSharesValueWeighting ↓
Rockwood Wealth Management, LLC 320,785$15,925,3565.09%
Kathmere Capital Management, LLC 308,935$15,337,0003.06%
KARLINSKI ANDREW C 29,290$1,454,0002.20%
Syverson Strege & Co 83,602$4,150,0002.11%
Insight Inv LLC 29,935$1,486,0001.65%
4J Wealth Management LLC 24,222$1,203,0001.54%
1900 WEALTH MANAGEMENT LLC 242,593$12,043,0001.41%
TOBIAS FINANCIAL ADVISORS, INC. 72,821$3,615,0001.28%
Integrated Wealth Concepts LLC 743,780$36,925,0001.18%
Elmwood Wealth Management, Inc. 45,935$2,280,0001.14%
View complete list of ISHARES U S ETF TR shareholders