MONETA GROUP INVESTMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
MONETA GROUP INVESTMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$622,732
-66.1%
24,517
-64.9%
0.01%
-65.9%
Q2 2023$1,838,650
-0.5%
69,831
+3.9%
0.04%
-6.8%
Q1 2023$1,847,645
-4.3%
67,212
+1.1%
0.04%
-17.0%
Q4 2022$1,930,960
+1.4%
66,497
-21.3%
0.05%
-27.4%
Q3 2022$1,904,000
-3.0%
84,510
+17.0%
0.07%
+9.0%
Q2 2022$1,962,000
-18.7%
72,239
-4.9%
0.07%
-29.5%
Q1 2022$2,412,000
-0.6%
75,945
-2.4%
0.10%
-4.0%
Q4 2021$2,427,000
-91.6%
77,838
-91.8%
0.10%
-92.5%
Q3 2021$28,764,000
-12.9%
945,562
-7.2%
1.33%
-12.8%
Q2 2021$33,023,000
-3.0%
1,019,228
-5.7%
1.52%
-15.5%
Q1 2021$34,030,000
-28.9%
1,081,004
-33.4%
1.80%
-47.7%
Q4 2020$47,830,000
+17.2%
1,623,006
-0.9%
3.44%
-3.2%
Q3 2020$40,815,000
-1.6%
1,637,184
-0.8%
3.55%
-9.7%
Q2 2020$41,458,000
+7.6%
1,650,398
-3.2%
3.94%
-1.8%
Q1 2020$38,531,000
-59.5%
1,704,912
-39.9%
4.01%
-49.8%
Q4 2019$95,165,000
+13.0%
2,834,823
+3.4%
7.98%
+1.4%
Q3 2019$84,249,000
-18.6%
2,740,696
-18.6%
7.88%
-22.8%
Q2 2019$103,478,000
+1.3%
3,368,424
+1.7%
10.20%
-4.5%
Q1 2019$102,189,000
+50.4%
3,311,374
+39.9%
10.68%
+31.8%
Q4 2018$67,958,000
-30.4%
2,367,050
-20.8%
8.10%
-18.8%
Q3 2018$97,571,000
+13.1%
2,990,228
+10.5%
9.98%
+5.7%
Q2 2018$86,237,000
+12.9%
2,707,275
+17.0%
9.44%
-7.1%
Q1 2018$76,360,000
+2.7%
2,313,627
+5.1%
10.17%
-9.6%
Q4 2017$74,356,000
+2.0%
2,200,533
+2.0%
11.25%
-0.7%
Q3 2017$72,867,000
+7.1%
2,158,379
+3.8%
11.32%
+2.2%
Q2 2017$68,021,000
+5.1%
2,078,879
+1.0%
11.08%
-13.7%
Q1 2017$64,737,000
+13.6%
2,057,740
+6.7%
12.83%
+9.9%
Q4 2016$56,992,000
+9.3%
1,928,015
+10.9%
11.68%
-1.3%
Q3 2016$52,139,000
+8.2%
1,739,127
+3.4%
11.84%
+12.3%
Q2 2016$48,171,000
+1.0%
1,682,520
+2.3%
10.54%
-0.5%
Q1 2016$47,699,000
+6.9%
1,645,366
+5.8%
10.60%
-3.4%
Q4 2015$44,631,000
+34768.0%
1,554,549
+34178.9%
10.97%
+30366.7%
Q3 2015$128,000
-84.7%
4,535
-81.7%
0.04%
-95.0%
Q4 2012$834,000
+6.5%
24,7550.0%0.72%
+0.6%
Q3 2012$783,00024,7550.72%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders