Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ACWX and the CUSIP is 464288240. A total of 402 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.4%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$45,272
+8.6%
8870.0%0.02%0.0%
Q3 2023$41,698
-70.3%
887
-69.0%
0.02%
-69.0%
Q2 2023$140,622
+0.9%
2,8570.0%0.07%
-5.3%
Q1 2023$139,336
+7.2%
2,8570.0%0.08%
+4.2%
Q4 2022$129,994
+14.0%
2,8570.0%0.07%
+7.5%
Q3 2022$114,000
-11.6%
2,8570.0%0.07%
-4.3%
Q2 2022$129,000
+2.4%
2,857
+18.5%
0.07%
+22.8%
Q1 2022$126,000
-6.0%
2,4100.0%0.06%
-3.4%
Q4 2021$134,0000.0%2,4100.0%0.06%
-7.8%
Q3 2021$134,000
-3.6%
2,4100.0%0.06%
-4.5%
Q2 2021$139,000
+4.5%
2,4100.0%0.07%0.0%
Q1 2021$133,000
+3.9%
2,4100.0%0.07%
+3.1%
Q4 2020$128,000
+15.3%
2,4100.0%0.06%
+4.8%
Q3 2020$111,000
+6.7%
2,4100.0%0.06%
+1.6%
Q2 2020$104,000
+14.3%
2,4100.0%0.06%
-4.7%
Q1 2020$91,000
-3.2%
2,410
+26.2%
0.06%
+23.1%
Q4 2019$94,000
+6.8%
1,9100.0%0.05%
-1.9%
Q3 2019$88,000
-1.1%
1,9100.0%0.05%0.0%
Q2 2019$89,000
+1.1%
1,9100.0%0.05%0.0%
Q1 2019$88,000
+10.0%
1,9100.0%0.05%
-3.6%
Q4 2018$80,000
+158.1%
1,910
+189.4%
0.06%
+205.6%
Q3 2018$31,0000.0%6600.0%0.02%
-5.3%
Q2 2018$31,000
-6.1%
6600.0%0.02%
-9.5%
Q1 2018$33,0000.0%6600.0%0.02%
+5.0%
Q4 2017$33,000
+3.1%
6600.0%0.02%0.0%
Q3 2017$32,0006600.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Johnson Financial Group, Inc. 3,793,110$209,303,00014.08%
TLWM 452,209$24,973,0009.48%
GERMAN AMERICAN BANCORP, INC. 933,597$51,516,0008.93%
Epstein & White Financial LLC 450,159$24,852,0007.24%
CUMBERLAND ADVISORS INC 336,180$18,550,0004.60%
VERITY Wealth Advisors 89,393$4,933,0004.37%
Surevest, LLC 251,045$13,853,0004.19%
Legacy Private Trust Co. 692,185$38,194,0003.44%
Cadence Bank 400,881$22,121,0003.36%
Northeast Financial Group, Inc. 89,342$4,929,8923.27%
View complete list of ISHARES TR shareholders