Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. 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$67,456
+10.2%
2,4100.0%0.03%0.0%
Q3 2023$61,214
-3.5%
2,4100.0%0.03%
+3.1%
Q2 2023$63,455
-24.3%
2,410
-21.0%
0.03%
-28.9%
Q1 2023$83,845
+2.9%
3,050
+1.7%
0.04%0.0%
Q4 2022$81,480
+16.4%
3,000
-3.2%
0.04%
+9.8%
Q3 2022$70,000
-20.5%
3,100
-4.6%
0.04%
-14.6%
Q2 2022$88,000
-28.5%
3,250
-15.8%
0.05%
-14.3%
Q1 2022$123,000
+0.8%
3,860
-1.5%
0.06%
+3.7%
Q4 2021$122,000
-3.9%
3,920
-6.0%
0.05%
-10.0%
Q3 2021$127,000
-18.6%
4,170
-13.5%
0.06%
-20.0%
Q2 2021$156,000
-42.2%
4,820
-43.8%
0.08%
-44.9%
Q1 2021$270,000
-22.0%
8,570
-27.1%
0.14%
-22.7%
Q4 2020$346,000
+9.5%
11,755
-7.3%
0.18%
+0.6%
Q3 2020$316,000
-7.6%
12,680
-7.0%
0.18%
-12.9%
Q2 2020$342,000
-5.3%
13,630
-14.6%
0.20%
-20.9%
Q1 2020$361,000
-19.1%
15,955
+20.1%
0.25%
+2.4%
Q4 2019$446,000
+40.3%
13,290
+28.3%
0.25%
+30.5%
Q3 2019$318,000
+27.2%
10,360
+27.1%
0.19%
+26.7%
Q2 2019$250,000
+174.7%
8,150
+176.3%
0.15%
+172.7%
Q1 2019$91,000
+122.0%
2,950
+107.0%
0.06%
+96.4%
Q4 2018$41,000
-10.9%
1,4250.0%0.03%
+3.7%
Q3 2018$46,000
+76.9%
1,425
+78.1%
0.03%
+68.8%
Q2 2018$26,0008000.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders