Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 1,800 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.49 and the average weighting 1.3%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q1 2022
NameSharesValueWeighting ↓
Hefren-Tillotson, Inc. 853,525$241,616,00043.44%
HBC Financial Services, PLLC 154,207$43,652,00027.70%
Leonard Rickey Investment Advisors P.L.L.C. 254,516$72,048,00026.39%
LVZ, Inc. 498,297$141,058,00018.86%
Harbor Group, Inc. 110,734$31,346,00018.67%
New England Professional Planning Group Inc. 110,430$30,319,00018.49%
Millburn Ridgefield Corp 968,792$274,246,00017.49%
Investments & Financial Planning, LLC 70,663$18,897,00016.96%
CJM Wealth Advisers, Ltd. 80,136$22,685,02716.14%
Bryant Woods Investment Advisors, LLC 72,757$20,607,00016.08%
View complete list of ISHARES TR shareholders