Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 219 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 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 2022
NameSharesValueWeighting ↓
ARKANSAS FINANCIAL GROUP, INC. 104,991$9,499,0002.79%
Schoolcraft Capital LLC 63,204$5,718,0862.69%
One Capital Management, LLC 187,381$16,952,0002.31%
Efficient Advisors, LLC 132,875$12,021,0002.21%
MD Financial Management Inc. 599,658$54,251,0002.19%
Harborview Advisors, LLC 28,571$2,585,0001.97%
Regal Investment Advisors LLC 17,771$1,608,0001.90%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 212,169$19,195,0001.84%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 40,531$3,667,0001.39%
DOWLING & YAHNKE LLC 127,615$11,545,0000.93%
View complete list of ISHARES TR shareholders