Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$209,000
-8.3%
1,623
-0.6%
0.04%
+5.1%
Q4 2021$228,000
-21.4%
1,632
-18.9%
0.04%
-26.4%
Q3 2021$290,000
-4.9%
2,012
+0.7%
0.05%
-5.4%
Q2 2021$305,000
-64.9%
1,999
-66.2%
0.06%
-67.3%
Q1 2021$868,000
+245.8%
5,907
+179.6%
0.17%
+205.4%
Q4 2020$251,000
+24.9%
2,113
-8.3%
0.06%
-3.4%
Q2 2020$201,000
-4.3%
2,303
+8.9%
0.06%
-10.8%
Q4 2019$210,0002,1150.06%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Efficient Advisors, LLC 241,817$18,692,0004.51%
Connective Capital Management, LLC 30,839$2,384,0003.82%
One Capital Management, LLC 109,765$8,485,0003.22%
HBK Sorce Advisory LLC 100,078$7,736,0002.82%
Parkside Advisors LLC 44,470$3,438,0002.64%
MONROE BANK & TRUST/MI 89,372$6,909,0002.31%
TELEMUS CAPITAL, LLC 92,471$7,148,0001.96%
RiverFront Investment Group, LLC 918,548$71,003,0001.89%
BOK Financial Private Wealth, Inc. 134,513$10,398,0001.81%
SMITH, MOORE & CO. 35,025$2,707,0001.62%
View complete list of ISHARES TR shareholders