MONETA GROUP INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,877,635
+26.6%
67,520
+31.5%
0.11%
+30.6%
Q2 2023$3,851,364
+14.8%
51,352
+9.5%
0.08%
+4.9%
Q1 2023$3,354,892
+10.2%
46,915
+12.8%
0.08%
-2.4%
Q4 2022$3,043,705
+8.2%
41,588
-6.9%
0.08%
-22.4%
Q3 2022$2,814,000
-8.8%
44,652
-7.8%
0.11%
+1.9%
Q2 2022$3,087,000
+23.2%
48,439
+49.4%
0.10%
+7.1%
Q1 2022$2,505,000
-9.1%
32,419
+0.3%
0.10%
-12.5%
Q4 2021$2,757,000
+8.5%
32,336
+0.8%
0.11%
-4.3%
Q3 2021$2,540,000
+4.8%
32,075
+7.1%
0.12%
+4.5%
Q2 2021$2,424,000
+2.4%
29,952
-0.8%
0.11%
-10.4%
Q1 2021$2,367,000
+13.1%
30,203
+4.2%
0.12%
-16.7%
Q4 2020$2,093,000
+36.2%
28,981
+12.7%
0.15%
+11.9%
Q3 2020$1,537,000
+115.9%
25,704
+708.8%
0.13%
+97.1%
Q2 2020$712,000
-79.5%
3,178
-83.7%
0.07%
-81.2%
Q1 2020$3,475,000
-22.5%
19,472
+3.4%
0.36%
-4.0%
Q4 2019$4,486,000
+6.4%
18,840
+0.0%
0.38%
-4.6%
Q3 2019$4,217,000
+3.8%
18,838
+4.9%
0.39%
-1.5%
Q2 2019$4,063,000
+3.8%
17,956
+0.5%
0.40%
-2.2%
Q1 2019$3,916,000
+14.6%
17,873
-0.0%
0.41%
+0.2%
Q4 2018$3,418,000
-20.0%
17,874
-2.5%
0.41%
-6.6%
Q3 2018$4,272,000
+3.9%
18,341
+0.3%
0.44%
-2.9%
Q2 2018$4,110,000
+10.9%
18,285
+7.7%
0.45%
-8.7%
Q1 2018$3,705,000
+1.4%
16,970
+0.2%
0.49%
-10.8%
Q4 2017$3,655,000
+6.7%
16,9360.0%0.55%
+3.8%
Q3 2017$3,427,000
+2.9%
16,9360.0%0.53%
-1.7%
Q2 2017$3,330,000
+3.0%
16,9360.0%0.54%
-15.4%
Q1 2017$3,233,000
+4.8%
16,9360.0%0.64%
+1.3%
Q4 2016$3,086,000
+101.0%
16,936
+92.8%
0.63%
+81.9%
Q3 2016$1,535,000
+6.4%
8,786
+3.0%
0.35%
+10.1%
Q2 2016$1,443,000
+4.0%
8,5300.0%0.32%
+2.6%
Q1 2016$1,387,000
+1.0%
8,5300.0%0.31%
-8.6%
Q4 2015$1,373,000
+2.5%
8,5300.0%0.34%
-9.7%
Q3 2015$1,340,000
-7.3%
8,5300.0%0.37%
-15.4%
Q2 2015$1,446,0008,5300.44%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,441,600$183,12013.26%
Broadview Financial Management, LLC 109,879$8,240,9267.04%
Main Management LLC 833,605$62,5206.35%
Sterling Financial Planning, Inc. 159,307$11,948,0545.92%
Corundum Trust Company, INC 27,292$2,046,9005.60%
Hudson Capital Management LLC 178,571$13,392,8145.15%
Pensionmark Financial Group, LLC 353,480$26,510,9795.13%
Smith Anglin Financial, LLC 529,580$39,718,5294.82%
JSF Financial, LLC 179,477$13,460,7604.76%
Willis Johnson & Associates, Inc. 564,418$42,331,3304.51%
View complete list of ISHARES TR shareholders