Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 679 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,960,005
-5.2%
63,465
-1.6%
0.11%
-1.8%
Q2 2023$6,288,418
+2217.5%
64,523
+2050.8%
0.11%
+936.4%
Q1 2023$271,350
+6.7%
3,0000.0%0.01%
+10.0%
Q4 2022$254,250
-4.4%
3,000
-5.5%
0.01%
-23.1%
Q2 2022$266,0003,1750.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Goodwin Investment Advisory 303,485$29,862,00029.01%
Mizuho Bank, Ltd. 2,000,000$196,920,00019.74%
Sharkey, Howes & Javer 704,287$69,344,00017.92%
ONE Advisory Partners, LLC 281,862$27,752,00017.22%
JB Capital LLC 1,066,048$104,963,00013.58%
High Falls Advisors, Inc 481,971$47,455,00012.89%
CLIENT 1ST ADVISORY GROUP, LLC 256,433$25,248,00012.89%
Tri-Star Advisors Inc. 280,510$28,545,00012.54%
SWMG, LLC 212,075$20,881,00012.12%
Pettinga Financial Advisors LLC 458,570$45,151,00011.52%
View complete list of ISHARES TR shareholders