Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 343 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$259,944
-21.3%
2,453
-13.4%
0.05%
-19.0%
Q2 2023$330,293
+7.6%
2,831
+6.1%
0.06%
+1.8%
Q1 2023$306,918
+10.8%
2,667
+7.7%
0.06%
-6.6%
Q4 2022$276,965
+25.9%
2,476
+2.4%
0.06%
+15.1%
Q3 2022$220,000
-17.0%
2,417
-9.6%
0.05%
-14.5%
Q2 2022$265,000
-19.9%
2,675
-10.4%
0.06%
-3.1%
Q1 2022$331,000
+5.8%
2,986
-2.0%
0.06%
+20.8%
Q4 2021$313,000
-2.8%
3,048
-1.3%
0.05%
-10.2%
Q3 2021$322,000
-4.7%
3,0890.0%0.06%
-4.8%
Q2 2021$338,000
+5.0%
3,0890.0%0.06%
-1.6%
Q1 2021$322,000
+9.9%
3,0890.0%0.06%
-3.1%
Q4 2020$293,000
+19.6%
3,089
+100.1%
0.06%0.0%
Q3 2020$245,000
+8.4%
1,544
+12.4%
0.06%
-1.5%
Q2 2020$226,000
-27.6%
1,374
-2.2%
0.07%
-31.2%
Q4 2019$312,000
-1.6%
1,405
-0.3%
0.10%
-9.4%
Q3 2019$317,000
+5.3%
1,409
+0.2%
0.11%
+6.0%
Q2 2019$301,000
+3.8%
1,406
-3.3%
0.10%0.0%
Q1 2019$290,000
+25.5%
1,454
+8.8%
0.10%
+6.4%
Q4 2018$231,000
-43.8%
1,337
-29.7%
0.09%
-34.3%
Q3 2018$411,000
+10.2%
1,901
-2.0%
0.14%
+0.7%
Q2 2018$373,000
+31.3%
1,940
+35.1%
0.14%
+23.5%
Q1 2018$284,000
+14.5%
1,436
+9.0%
0.12%
+10.6%
Q4 2017$248,0001,3180.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 35,672$6,166,0009.04%
Jackson Financial Management 41,064$7,098,0007.84%
Lee Financial Group Hawaii, Inc. 31,664$5,473,0005.88%
Vishria Bird Financial Group, LLC 21,926$3,790,0004.19%
SPC Financial, Inc. 74,756$12,922,0003.57%
STRATEGIC WEALTH MANAGEMENT INC 22,529$3,894,0003.54%
Evolution Wealth Advisors, LLC 41,197$7,121,0003.25%
Gerber Kawasaki Wealth & Investment Management 52,141$9,013,0003.17%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 39,829$6,885,0002.21%
INTERACTIVE FINANCIAL ADVISORS, INC. 22,341$3,862,0002.00%
View complete list of ISHARES TR shareholders