Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$4,262,224
+9.9%
36,576
-1.5%
2.11%
+2.3%
Q3 2023$3,878,298
-2.2%
37,120
+1.4%
2.06%
+2.5%
Q2 2023$3,965,745
+7.5%
36,608
-0.7%
2.01%
+1.3%
Q1 2023$3,690,381
+3.9%
36,878
-3.0%
1.99%
+1.2%
Q4 2022$3,552,315
+3.9%
38,013
-2.5%
1.96%
-2.5%
Q3 2022$3,420,000
-10.1%
38,992
-5.3%
2.01%
-3.0%
Q2 2022$3,803,000
-18.5%
41,182
-1.7%
2.08%
-1.7%
Q1 2022$4,665,000
-7.1%
41,894
-1.7%
2.11%
-4.5%
Q4 2021$5,021,000
+8.7%
42,605
-0.5%
2.21%
+0.8%
Q3 2021$4,621,000
-5.8%
42,834
-5.7%
2.19%
-6.6%
Q2 2021$4,903,000
+8.6%
45,408
+0.5%
2.35%
+3.4%
Q1 2021$4,514,000
+5.2%
45,202
-0.7%
2.27%
+4.1%
Q4 2020$4,292,000
+10.4%
45,504
+95.0%
2.18%
+1.0%
Q3 2020$3,889,000
-24.7%
23,336
-30.9%
2.16%
-29.1%
Q2 2020$5,166,000
+17.4%
33,751
-3.2%
3.04%
-1.8%
Q1 2020$4,400,000
-27.1%
34,875
-7.8%
3.10%
-7.6%
Q4 2019$6,036,000
+7.0%
37,809
-1.1%
3.35%
-0.5%
Q3 2019$5,641,000
-5.3%
38,235
-6.2%
3.37%
-5.8%
Q2 2019$5,959,000
+0.8%
40,777
-2.6%
3.58%
-0.1%
Q1 2019$5,910,000
+11.9%
41,852
-1.4%
3.58%
-0.8%
Q4 2018$5,281,000
-27.1%
42,438
-14.7%
3.61%
-15.8%
Q3 2018$7,242,000
+4.5%
49,765
-2.1%
4.28%
-0.4%
Q2 2018$6,930,000
+2.1%
50,832
-1.0%
4.30%
+1.0%
Q1 2018$6,785,000
-1.0%
51,352
+0.2%
4.26%
+2.0%
Q4 2017$6,851,000
+6.6%
51,271
+0.5%
4.17%
+3.9%
Q3 2017$6,428,000
+4.3%
51,004
+0.4%
4.02%
+2.2%
Q2 2017$6,161,000
+1.9%
50,778
-0.7%
3.93%
-1.1%
Q1 2017$6,045,000
-0.3%
51,118
-5.5%
3.98%
-4.1%
Q4 2016$6,063,000
+1.9%
54,113
-1.3%
4.15%
+2.9%
Q3 2016$5,952,000
+2.7%
54,844
-0.9%
4.03%
+3.5%
Q2 2016$5,793,000
+2.7%
55,369
+0.6%
3.89%
+0.5%
Q1 2016$5,643,000
-39.2%
55,046
-39.5%
3.87%
-38.6%
Q4 2015$9,276,000
+8.5%
90,969
+2.6%
6.31%
-2.5%
Q3 2015$8,551,000
-7.8%
88,633
-0.4%
6.47%
+3.1%
Q2 2015$9,275,000
-2.0%
88,973
-1.4%
6.28%
-2.4%
Q1 2015$9,464,000
+2.1%
90,260
+0.9%
6.43%
-3.0%
Q4 2014$9,268,00089,4936.63%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders