Modera Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 315 filers reported holding ISHARES 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 TR
ValueSharesWeighting
Q2 2024$2,115,535
+4.0%
45,388
+5.0%
0.03%0.0%
Q1 2024$2,033,510
+0.6%
43,211
+2.1%
0.03%
-6.1%
Q4 2023$2,021,217
+3.5%
42,338
-1.8%
0.03%
-10.8%
Q3 2023$1,952,883
-4.7%
43,110
-0.8%
0.04%0.0%
Q2 2023$2,049,91443,4580.04%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 194,054$9,070,0844.91%
Atlantic Private Wealth, LLC 70,827$3,310,4563.56%
Private Ocean, LLC 565,937$26,451,8723.28%
Divergent Wealth Advisors 167,836$7,844,6471.97%
Omega Financial Group, LLC 74,246$3,485,4171.80%
Stewardship Advisors, LLC 89,788$4,196,7051.69%
GRAND WEALTH MANAGEMENT, LLC 50,686$2,369,0641.47%
Summit Wealth Group, LLC 26,853$1,2551.32%
RETIREMENT CAPITAL STRATEGIES 54,183$2,532,5131.24%
Sonoma Private Wealth LLC 10,079$471,0921.04%
View complete list of ISHARES TR shareholders