Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is OEF and the CUSIP is 464287101. A total of 427 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 6.62 and the average weighting 0.5%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$256,000
-1.5%
1,226
+3.5%
0.05%
+13.6%
Q4 2021$260,000
+11.1%
1,1850.0%0.04%
+2.3%
Q3 2021$234,000
+0.9%
1,1850.0%0.04%
+2.4%
Q2 2021$232,000
+8.9%
1,1850.0%0.04%0.0%
Q1 2021$213,000
+4.9%
1,1850.0%0.04%
-6.7%
Q4 2020$203,0001,1850.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Rehmann Capital Advisory Group 3,844,608$322,537,548,00039.02%
Meristem Family Wealth, LLC 689,631$90,680,00024.49%
EVOKE WEALTH, LLC 579,040$76,138,027,0009.37%
Pictet North America Advisors SA 393,736$51,772,0007.08%
Oakworth Capital, Inc. 273,198$35,923,0006.97%
Relative Value Partners Group, LLC 455,764$59,928,0006.05%
SCS Capital Management LLC 1,063,423$139,829,0004.63%
Darwin Wealth Management, LLC 105,712$13,900,0004.11%
GenWealth Group, Inc. 72,110$9,481,0003.94%
BARINGS LLC 2,445,164$321,514,0003.66%
View complete list of ISHARES TR shareholders