Lowe Wealth Advisors, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IVE and the CUSIP is 464287408. A total of 721 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.7%.

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Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$22,307
-4.6%
1450.0%0.01%0.0%
Q2 2023$23,373
+6.2%
1450.0%0.01%0.0%
Q1 2023$22,005
+4.6%
1450.0%0.01%0.0%
Q4 2022$21,035
+10.7%
1450.0%0.01%
+9.1%
Q3 2022$19,000
+280.0%
145
+190.0%
0.01%
+175.0%
Q1 2020$5,000
-28.6%
500.0%0.00%0.0%
Q4 2019$7,000
+16.7%
500.0%0.00%0.0%
Q3 2019$6,0000.0%500.0%0.00%0.0%
Q2 2019$6,000
+20.0%
500.0%0.00%
+33.3%
Q1 2019$5,0000.0%500.0%0.00%0.0%
Q4 2018$5,000
-16.7%
500.0%0.00%
-25.0%
Q3 2018$6,0000.0%500.0%0.00%0.0%
Q2 2018$6,000
+20.0%
500.0%0.00%
+33.3%
Q1 2018$5,000
-16.7%
500.0%0.00%
-25.0%
Q4 2017$6,000
+20.0%
500.0%0.00%
+33.3%
Q3 2017$5,000
+25.0%
50
+42.9%
0.00%0.0%
Q2 2017$4,0000.0%350.0%0.00%0.0%
Q1 2017$4,0000.0%350.0%0.00%0.0%
Q4 2016$4,000
+300.0%
35
+250.0%
0.00%
+200.0%
Q3 2016$1,0000.0%100.0%0.00%0.0%
Q2 2016$1,000–10–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
HOME FEDERAL BANK OF TENNESSEE 405,131$62,325,35923.11%
Quantitative Strategies, Inc. 187,158$28,792,37219.37%
Foundation Wealth Management, LLC 121,130$18,634,50518.62%
LPWM LLC 254,891$38,975,31217.52%
Halpern Financial, Inc. 281,683$43,334,11814.96%
Praetorian Wealth Management, Inc. 283,325$43,586,71813.85%
Powell Investment Advisors, LLC 138,335$21,397,62212.86%
FINANCIAL LIFE ADVISORS 177,823$27,356,34411.77%
LVZ, Inc. 458,002$70,459,04411.36%
INSTRUMENTAL WEALTH, LLC 58,076$9,034,94510.55%
View complete list of ISHARES TR shareholders