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 107 filers reported holding ISHARES U S ETF TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
Syverson Strege & Co 181,910$9,116,0006.76%
Karn, Couzens & Associates, Inc. 67,193$3,367,0002.31%
Kathmere Capital Management, LLC 242,419$12,148,0002.11%
Horizon Family Wealth, Inc. 28,972$1,452,0001.48%
Insight Inv LLC 29,450$1,476,0001.36%
4J Wealth Management LLC 24,367$1,221,0001.03%
Elmwood Wealth Management, Inc. 31,835$1,595,0000.76%
GRIES FINANCIAL LLC 25,630$1,284,0000.52%
Cross Staff Investments Inc 10,100$506,0000.45%
Professional Financial Advisors, LLC 19,327$968,0000.42%
View complete list of ISHARES U S ETF TR shareholders