Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 754 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.54 and the average weighting 1.4%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$77,890
+1121.2%
1,331
+1167.6%
0.04%
+1066.7%
Q1 2024$6,378
+64.4%
105
+650.0%
0.00%
+50.0%
Q4 2023$3,880
+11.1%
140.0%0.00%0.0%
Q3 2023$3,491
-4.6%
140.0%0.00%0.0%
Q2 2023$3,661
+4.5%
140.0%0.00%0.0%
Q1 2023$3,502
+3.4%
140.0%0.00%0.0%
Q4 2022$3,386
+12.9%
140.0%0.00%0.0%
Q3 2022$3,0000.0%140.0%0.00%0.0%
Q2 2022$3,000
-25.0%
140.0%0.00%0.0%
Q1 2022$4,0000.0%140.0%0.00%0.0%
Q4 2021$4,0000.0%140.0%0.00%0.0%
Q3 2021$4,0000.0%140.0%0.00%0.0%
Q2 2021$4,0000.0%140.0%0.00%0.0%
Q1 2021$4,0000.0%14
-17.6%
0.00%0.0%
Q4 2020$4,000
+33.3%
170.0%0.00%0.0%
Q3 2020$3,0000.0%170.0%0.00%0.0%
Q2 2020$3,000
+50.0%
170.0%0.00%
+100.0%
Q1 2020$2,000
-33.3%
17
+13.3%
0.00%
-50.0%
Q4 2019$3,0000.0%150.0%0.00%0.0%
Q3 2019$3,0000.0%150.0%0.00%0.0%
Q2 2019$3,000
+50.0%
150.0%0.00%
+100.0%
Q1 2019$2,0000.0%150.0%0.00%0.0%
Q4 2018$2,000
-33.3%
150.0%0.00%
-50.0%
Q3 2018$3,0000.0%150.0%0.00%0.0%
Q2 2018$3,0000.0%150.0%0.00%0.0%
Q1 2018$3,000
+200.0%
15
+200.0%
0.00%
+100.0%
Q4 2017$1,0000.0%50.0%0.00%0.0%
Q3 2017$1,0000.0%50.0%0.00%0.0%
Q2 2017$1,0000.0%50.0%0.00%0.0%
Q1 2017$1,0000.0%50.0%0.00%0.0%
Q4 2016$1,0000.0%50.0%0.00%0.0%
Q3 2016$1,0000.0%50.0%0.00%0.0%
Q2 2016$1,0000.0%50.0%0.00%0.0%
Q1 2016$1,0000.0%50.0%0.00%0.0%
Q4 2015$1,0000.0%50.0%0.00%0.0%
Q3 2015$1,0000.0%50.0%0.00%0.0%
Q2 2015$1,00050.00%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 808,003$149,731,00049.04%
Leonard Rickey Investment Advisors P.L.L.C. 252,796$46,846,00029.31%
HBC Financial Services, PLLC 158,889$33,035,00027.85%
LVZ, Inc. 497,718$92,232,00019.00%
FFT WEALTH MANAGEMENT LLC 234,858$43,522,00018.70%
New England Professional Planning Group Inc. 110,033$22,260,00017.72%
Millburn Ridgefield Corp 1,257,730$233,070,00017.30%
Independence Wealth Advisors, Inc. 35,380$6,556,00016.92%
ARKANSAS FINANCIAL GROUP, INC. 308,888$57,240,00016.83%
TRUEFG, LLC 119,419$22,130,00015.39%
View complete list of ISHARES TR shareholders