Moss Adams Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 264 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Moss Adams Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,345
-4.6%
1220.0%0.00%0.0%
Q2 2023$12,937
+5.9%
1220.0%0.00%0.0%
Q1 2023$12,220
+3.8%
1220.0%0.00%
-33.3%
Q4 2022$11,7691220.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders