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 ↓
Main Management ETF Advisors, LLC 1,052,555$66,332,0007.61%
Capital Directions Investment Advisors, LLC 0$19,140,0007.34%
Broadview Financial Management, LLC 111,935$7,054,1617.07%
Sterling Financial Planning, Inc. 133,936$8,441,0005.92%
Pensionmark Financial Group, LLC 359,276$22,642,0005.38%
Hudson Capital Management LLC 163,891$10,328,0005.14%
Tanglewood Wealth Management, Inc. 485,614$30,603,0004.62%
Willis Johnson & Associates, Inc. 501,093$31,579,0004.60%
Main Management LLC 555,088$34,982,0004.32%
First Citizens Financial Corp 67,838$4,275,0004.21%
View complete list of ISHARES TR shareholders