Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 692 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$3,169
+9.7%
400.0%0.00%0.0%
Q3 2023$2,890
-3.7%
400.0%0.00%0.0%
Q2 2023$3,000
+4.9%
400.0%0.00%0.0%
Q1 2023$2,860
+4.7%
400.0%0.00%0.0%
Q4 2022$2,732
-8.9%
400.0%0.00%0.0%
Q3 2022$3,0000.0%400.0%0.00%0.0%
Q2 2022$3,0000.0%400.0%0.00%
+100.0%
Q1 2022$3,000
-50.0%
40
-44.4%
0.00%
-66.7%
Q4 2021$6,0000.0%720.0%0.00%0.0%
Q3 2021$6,0000.0%720.0%0.00%0.0%
Q2 2021$6,0000.0%720.0%0.00%0.0%
Q1 2021$6,000
+20.0%
720.0%0.00%0.0%
Q4 2020$5,000
+25.0%
72
+300.0%
0.00%
+50.0%
Q3 2020$4,0000.0%18
-5.3%
0.00%0.0%
Q2 2020$4,000
+33.3%
190.0%0.00%0.0%
Q1 2020$3,000
-40.0%
190.0%0.00%
-33.3%
Q4 2019$5,000
+25.0%
190.0%0.00%
+50.0%
Q3 2019$4,0000.0%190.0%0.00%0.0%
Q2 2019$4,0000.0%190.0%0.00%0.0%
Q1 2019$4,0000.0%190.0%0.00%
-33.3%
Q4 2018$4,00019
+1800.0%
0.00%
Q3 2018$010.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders