Moloney Securities Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 333 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 2.95 and the average weighting 1.0%.

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 Q4 2018
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders