Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBB and the CUSIP is 464287556. A total of 888 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$3,396
+11.1%
250.0%0.00%0.0%
Q3 2023$3,057
-3.7%
250.0%0.00%0.0%
Q2 2023$3,174
-1.7%
250.0%0.00%0.0%
Q1 2023$3,229
-1.6%
250.0%0.00%0.0%
Q4 2022$3,282
+9.4%
250.0%0.00%0.0%
Q3 2022$3,0000.0%250.0%0.00%0.0%
Q2 2022$3,0000.0%250.0%0.00%
+100.0%
Q1 2022$3,000
-62.5%
25
-54.5%
0.00%
-75.0%
Q4 2021$8,000
+100.0%
55
+120.0%
0.00%
+100.0%
Q3 2021$4,0000.0%250.0%0.00%0.0%
Q2 2021$4,0000.0%250.0%0.00%0.0%
Q1 2021$4,0000.0%250.0%0.00%0.0%
Q4 2020$4,000
+33.3%
250.0%0.00%0.0%
Q3 2020$3,0000.0%250.0%0.00%0.0%
Q2 2020$3,0000.0%250.0%0.00%0.0%
Q1 2020$3,0000.0%250.0%0.00%0.0%
Q4 2019$3,000
+50.0%
250.0%0.00%
+100.0%
Q3 2019$2,000
-33.3%
250.0%0.00%
-50.0%
Q2 2019$3,000
+50.0%
250.0%0.00%
+100.0%
Q1 2019$2,000
-83.3%
25
-80.0%
0.00%
-87.5%
Q4 2018$12,000
-73.3%
125
-65.8%
0.01%
-70.4%
Q3 2018$45,000
+25.0%
365
+12.3%
0.03%
+22.7%
Q2 2018$36,000
+3500.0%
325
+10733.3%
0.02%
+2100.0%
Q1 2015$1,00030.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Main Management LLC 158,940$46,612,0007.49%
CHARTIST INC /CA/ 86,618$12,240,294,0005.97%
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA 6,075$1,782,0005.62%
Bellecapital International Ltd. 20,581$6,036,0005.58%
Opus Point Partners Management, LLC 25,000$7,332,0005.44%
NF Trinity Capital (Hong Kong) Ltd 132,350$38,814,0005.25%
VALICENTI ADVISORY SERVICES INC 31,992$9,382,0005.21%
Manifold Partners, LLC 18,888$5,539,0005.04%
Blume Capital Management, Inc. 24,097$7,067,0004.09%
HARBOUR INVESTMENT MANAGEMENT LLC 15,545$4,559,0003.38%
View complete list of ISHARES TR shareholders