Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 251 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Moloney Securities Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$788,000
+4.6%
12,726
-2.4%
0.24%
-3.6%
Q3 2019$753,000
-9.5%
13,034
-8.1%
0.25%
-9.4%
Q2 2019$832,000
-4.1%
14,180
-5.1%
0.28%
-7.3%
Q1 2019$868,000
+4.0%
14,949
-6.0%
0.30%
-12.3%
Q4 2018$835,000
-26.3%
15,895
-15.4%
0.34%
-13.0%
Q3 2018$1,133,000
-32.1%
18,786
-32.3%
0.39%
-37.9%
Q2 2018$1,669,000
-2.3%
27,754
+2.4%
0.63%
-8.4%
Q1 2018$1,708,000
+14.5%
27,096
+14.5%
0.69%
+10.2%
Q4 2017$1,492,000
+0.6%
23,655
-2.8%
0.63%
-5.1%
Q3 2017$1,483,000
+6.9%
24,324
+0.6%
0.66%
-4.3%
Q2 2017$1,387,000
+48.5%
24,174
+41.7%
0.69%
+43.1%
Q1 2017$934,00017,0650.48%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
New England Professional Planning Group Inc. 594,395$43,428,00025.73%
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 9,236,100$655,763,00024.09%
Acorns Advisers, LLC 17,514,355$1,243,520,00022.83%
Newman & Schimel, LLC 477,172$33,879,00021.18%
AlphaCore Capital LLC 557,890$39,610,00020.08%
Brightworth 2,670,472$189,603,00017.18%
Onyx Bridge Wealth Group LLC 555,111$40,479,00015.20%
Hardy Reed LLC 1,144,425$81,254,00014.44%
KEMPER Corp 1,213,087$86,129,00014.34%
ESL Trust Services, LLC 637,610$45,270,00013.80%
View complete list of ISHARES TR shareholders