Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 181 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$224,000
-1.3%
2,836
-2.1%
0.04%0.0%
Q2 2021$227,000
-1.3%
2,8960.0%0.04%
-8.9%
Q1 2021$230,000
-3.8%
2,896
-5.9%
0.04%
-15.1%
Q4 2020$239,000
-8.8%
3,076
+62.1%
0.05%
-43.6%
Q1 2020$262,000
-11.5%
1,898
+3.9%
0.09%
+3.3%
Q4 2019$296,0001,8260.09%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 136,609$16,744,0003.21%
MinichMacGregor Wealth Management, LLC 24,995$3,063,0002.87%
Destination Wealth Management 246,806$30,251,0002.34%
GRIMES & COMPANY, INC. 62,624$7,676,0001.03%
Fernwood Investment Management, LLC 7,797$956,0000.88%
SPC Financial, Inc. 16,597$2,034,0000.65%
Family Firm, Inc. 9,408$1,153,0000.55%
Evanson Asset Management, LLC 14,399$1,765,0000.50%
Virtu Financial LLC 23,128$2,835,0000.49%
Winch Advisory Services, LLC 4,857$595,0000.48%
View complete list of ISHARES TR shareholders