Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 259 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 84.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,037,746
-8.4%
1,040,989
-0.6%
0.42%
-5.0%
Q2 2023$24,049,325
+1.4%
1,046,988
+1.2%
0.44%
-52.6%
Q1 2023$23,725,499
+2.1%
1,034,692
+1.1%
0.92%
-2.5%
Q4 2022$23,245,111
+571.6%
1,023,563
+529.0%
0.94%
+440.0%
Q3 2022$3,461,000
+117.8%
162,723
+147.6%
0.18%
+130.3%
Q2 2022$1,589,000
+27.9%
65,721
+54.6%
0.08%
+38.2%
Q1 2022$1,242,000
+48.2%
42,505
+55.3%
0.06%
+71.9%
Q4 2021$838,000
+13.4%
27,371
+1.6%
0.03%
-15.8%
Q3 2021$739,000
+2.9%
26,949
+4.1%
0.04%
-2.6%
Q2 2021$718,000
+12.7%
25,898
+3.6%
0.04%
-4.9%
Q1 2021$637,000
+11.0%
24,990
+4.1%
0.04%
-10.9%
Q4 2020$574,000
+72.9%
23,995
+52.1%
0.05%
-6.1%
Q3 2020$332,000
+0.9%
15,7780.0%0.05%
-7.5%
Q2 2020$329,000
+23.2%
15,778
+13.1%
0.05%
-5.4%
Q1 2020$267,00013,9480.06%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Gunma Bank,Ltd. 220,000$6,426,00015.22%
Wilshire Advisors LLC 526,069$15,366,0006.87%
VIEWPOINT INVESTMENT PARTNERS CORP 279,200$8,546,0006.78%
SVB Investment Services Inc. 368,543$10,765,0006.68%
Morton Brown Family Wealth, LLC 295,740$8,638,0006.53%
COOPER/HAIMS ADVISORS, LLC 260,529$7,610,0004.96%
Lester Murray Antman dba SimplyRich 403,073$11,773,0004.12%
Oakwell Private Wealth Management, LLC 260,685$7,615,0003.83%
BIVIN & ASSOCIATES, INC. 128,639$3,758,0003.43%
Boston Standard Wealth Management, LLC 406,654$11,878,000,0003.40%
View complete list of ISHARES TR shareholders