Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 620 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.03 and the average weighting 1.0%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$206,791
+0.4%
3,338
+14.9%
0.01%0.0%
Q4 2021$206,0000.0%2,9040.0%0.01%
-27.3%
Q3 2021$206,000
-3.3%
2,9040.0%0.01%0.0%
Q2 2021$213,0002,9040.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders