Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$352,005
-4.9%
3,4890.0%0.06%
-3.1%
Q2 2023$369,974
+5.9%
3,4890.0%0.06%0.0%
Q1 2023$349,458
+3.8%
3,4890.0%0.06%
-12.2%
Q4 2022$336,549
+15.3%
3,4890.0%0.07%
+4.2%
Q3 2022$292,000
-4.9%
3,4890.0%0.07%
-1.4%
Q2 2022$307,000
-16.6%
3,4890.0%0.07%
+1.4%
Q1 2022$368,000
-13.0%
3,489
-7.0%
0.07%
-1.4%
Q4 2021$423,000
-17.2%
3,750
-21.4%
0.07%
-22.6%
Q3 2021$511,000
-87.2%
4,770
-86.8%
0.09%
-87.3%
Q2 2021$4,007,000
+12.9%
36,063
+7.4%
0.73%
+4.4%
Q1 2021$3,548,000
+376.2%
33,573
+337.5%
0.70%
+323.6%
Q4 2020$745,000
+123.1%
7,673
+284.2%
0.16%
+87.5%
Q3 2020$334,000
+3.7%
1,997
-6.6%
0.09%
-6.4%
Q2 2020$322,000
+4.2%
2,137
-14.1%
0.09%
-15.3%
Q1 2020$309,000
+29.8%
2,489
+75.0%
0.11%
+50.0%
Q4 2019$238,000
+3.0%
1,422
-2.1%
0.07%
-3.9%
Q3 2019$231,000
+0.4%
1,4520.0%0.08%0.0%
Q2 2019$230,000
+4.5%
1,4520.0%0.08%
+1.3%
Q1 2019$220,000
-3.1%
1,4520.0%0.08%
-3.8%
Q3 2018$227,000
+8.6%
1,4520.0%0.08%0.0%
Q2 2018$209,000
-0.9%
1,4520.0%0.08%
-7.1%
Q1 2018$211,000
-1.4%
1,4520.0%0.08%
-5.6%
Q4 2017$214,000
+6.5%
1,4520.0%0.09%0.0%
Q3 2017$201,0001,4520.09%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders