Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 108 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,585
+0.1%
500.0%0.00%0.0%
Q1 2023$3,580
-1.6%
500.0%0.00%0.0%
Q4 2022$3,638
+21.3%
500.0%0.00%0.0%
Q3 2022$3,000
-25.0%
500.0%0.00%0.0%
Q2 2022$4,0000.0%500.0%0.00%0.0%
Q1 2022$4,000
-20.0%
500.0%0.00%0.0%
Q4 2021$5,000
+25.0%
500.0%0.00%0.0%
Q3 2021$4,0000.0%500.0%0.00%0.0%
Q2 2021$4,0000.0%500.0%0.00%0.0%
Q1 2021$4,0000.0%500.0%0.00%0.0%
Q4 2020$4,000
+33.3%
500.0%0.00%0.0%
Q3 2020$3,0000.0%500.0%0.00%0.0%
Q2 2020$3,000
+50.0%
500.0%0.00%
+100.0%
Q1 2020$2,000
-33.3%
500.0%0.00%
-50.0%
Q4 2019$3,0000.0%500.0%0.00%0.0%
Q3 2019$3,0000.0%500.0%0.00%0.0%
Q2 2019$3,0000.0%500.0%0.00%0.0%
Q1 2019$3,0000.0%500.0%0.00%0.0%
Q4 2018$3,000
-25.0%
500.0%0.00%0.0%
Q3 2018$4,0000.0%500.0%0.00%0.0%
Q2 2018$4,0000.0%500.0%0.00%
-33.3%
Q1 2018$4,0000.0%500.0%0.00%
+50.0%
Q4 2017$4,000
+33.3%
500.0%0.00%0.0%
Q3 2017$3,0000.0%500.0%0.00%0.0%
Q2 2017$3,0000.0%500.0%0.00%0.0%
Q1 2017$3,0000.0%500.0%0.00%0.0%
Q4 2016$3,0000.0%500.0%0.00%0.0%
Q3 2016$3,000
+50.0%
500.0%0.00%
+100.0%
Q2 2016$2,0000.0%500.0%0.00%0.0%
Q1 2016$2,0000.0%500.0%0.00%0.0%
Q4 2015$2,0000.0%500.0%0.00%
-50.0%
Q3 2015$2,000
-33.3%
500.0%0.00%0.0%
Q2 2015$3,0000.0%500.0%0.00%0.0%
Q1 2015$3,0000.0%500.0%0.00%0.0%
Q4 2014$3,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders