Moss Adams Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 62 filers reported holding ISHARES TR in Q1 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
Q2 2024$250,609
-7.0%
12,6570.0%0.04%
-18.6%
Q1 2024$269,341
-2.2%
12,6570.0%0.04%
-24.6%
Q4 2023$275,417
+14.7%
12,6570.0%0.06%
-30.5%
Q3 2023$240,104
-4.5%
12,6570.0%0.08%0.0%
Q2 2023$251,305
-4.2%
12,6570.0%0.08%
-7.9%
Q1 2023$262,380
-1.6%
12,6570.0%0.09%
-33.1%
Q4 2022$266,55712,6570.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Upper Left Wealth Management, LLC 66,199$1,255,7961.31%
Old Port Advisors 132,086$2,505,6810.91%
MARYLAND CAPITAL ADVISORS INC. 46,220$876,7990.67%
Running Point Capital Advisors, LLC 55,963$1,061,6180.62%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 378,034$7,171,3110.54%
Family Firm, Inc. 96,626$1,832,9930.52%
AWM CAPITAL, LLC 109,164$2,070,8470.42%
AGILIS PARTNERS LLC 46,726$8860.32%
Financial Alternatives, Inc 16,724$317,2630.29%
COURIER CAPITAL LLC 144,453$2,740,2730.23%
View complete list of ISHARES TR shareholders