Moss Adams Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 57 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$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 Q2 2023
NameSharesValueWeighting ↓
INTEGRATED WEALTH COUNSEL, LLC 185,511$5,410,00012.44%
STERLING INVESTMENT ADVISORS LLC /ADV 61,706$1,799,0001.84%
Emery Howard Portfolio Management, Inc. 185,897$5,421,0001.35%
Madrona Financial Services, LLC 42,946$1,252,0001.33%
Edmonds Duncan Registered Investment Advisors, LLC 48,530$1,488,0000.90%
ASPIRIANT, LLC 293,606$8,562,0000.81%
COURIER CAPITAL LLC 116,643$3,401,0000.68%
MILLIE CAPITAL MANAGEMENT, LLC 20,515$598,0000.63%
SENTINEL TRUST CO LBA 64,023$1,867,0000.27%
COMERICA SECURITIES INC 39,137$1,141,0000.24%
View complete list of ISHARES TR shareholders