Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 37 filers reported holding ISHARES TR in Q2 2015. 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$9,240
+13.5%
2100.0%0.01%
+25.0%
Q3 2023$8,140
-6.4%
2100.0%0.00%0.0%
Q2 2023$8,696
+6.2%
2100.0%0.00%0.0%
Q1 2023$8,186
+8.2%
2100.0%0.00%0.0%
Q4 2022$7,568
+8.1%
2100.0%0.00%0.0%
Q3 2022$7,0000.0%2100.0%0.00%0.0%
Q2 2022$7,000
-22.2%
2100.0%0.00%0.0%
Q1 2022$9,000
-10.0%
2100.0%0.00%0.0%
Q4 2021$10,0000.0%2100.0%0.00%
-20.0%
Q3 2021$10,000
-9.1%
2100.0%0.01%0.0%
Q2 2021$11,0000.0%210
+500.0%
0.01%
-16.7%
Q1 2021$11,0000.0%350.0%0.01%0.0%
Q4 2020$11,000
+37.5%
350.0%0.01%
+50.0%
Q3 2020$8,0000.0%350.0%0.00%
-20.0%
Q2 2020$8,000
+33.3%
350.0%0.01%
+25.0%
Q1 2020$6,000
-14.3%
350.0%0.00%0.0%
Q4 2019$7,0000.0%350.0%0.00%0.0%
Q3 2019$7,0000.0%350.0%0.00%0.0%
Q2 2019$7,000
+16.7%
350.0%0.00%0.0%
Q1 2019$6,0000.0%350.0%0.00%0.0%
Q4 2018$6,000
-14.3%
350.0%0.00%0.0%
Q3 2018$7,0000.0%350.0%0.00%0.0%
Q2 2018$7,000
+16.7%
350.0%0.00%0.0%
Q1 2018$6,0000.0%350.0%0.00%0.0%
Q4 2017$6,0000.0%350.0%0.00%0.0%
Q3 2017$6,0000.0%350.0%0.00%0.0%
Q2 2017$6,000
+20.0%
350.0%0.00%
+33.3%
Q1 2017$5,0000.0%350.0%0.00%0.0%
Q4 2016$5,0000.0%350.0%0.00%0.0%
Q3 2016$5,0000.0%350.0%0.00%0.0%
Q2 2016$5,0000.0%350.0%0.00%0.0%
Q1 2016$5,0000.0%350.0%0.00%0.0%
Q4 2015$5,0000.0%350.0%0.00%
-25.0%
Q3 2015$5,0000.0%350.0%0.00%
+33.3%
Q2 2015$5,0000.0%350.0%0.00%0.0%
Q1 2015$5,0000.0%350.0%0.00%
-25.0%
Q4 2014$5,000350.00%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
SEARCY FINANCIAL SERVICES INC /ADV 376,086$18,669,0008.36%
SHELTON WEALTH MANAGEMENT, LLC 51,966$2,580,0002.03%
Matrix Trust Co 150,074$7,450,0001.81%
Integrity Financial Corp /WA 26,024$1,292,0000.96%
BEAM WEALTH ADVISORS, INC. 12,622$627,0000.72%
Aspire Wealth Management Corp 13,949$692,0000.56%
CREATIVE FINANCIAL DESIGNS INC /ADV 70,803$3,515,0000.53%
Monterey Private Wealth, Inc. 20,574$1,021,0000.51%
Armbruster Capital Management, Inc. 40,676$2,019,0000.46%
Courage Miller Partners, LLC 20,367$1,011,0000.38%
View complete list of ISHARES TR shareholders