Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is JKK and the CUSIP is 464288604. A total of 105 filers reported holding ISHARES TR in Q2 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$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 2022
NameSharesValueWeighting ↓
SHELTON WEALTH MANAGEMENT, LLC 51,376$2,002,7391.62%
Matrix Trust Co 143,890$5,6091.51%
Opes Wealth Management LLC 94,586$3,687,1801.19%
Gallagher Fiduciary Advisors, LLC 334,277$13,031,3941.08%
Black Diamond Financial, LLC 72,431$2,823,5270.93%
Asset Allocation Strategies LLC 7,773$303,0240.87%
VAUGHAN & Co SECURITIES, INC. 26,668$1,039,5800.77%
CREATIVE FINANCIAL DESIGNS INC /ADV 101,067$3,939,8280.52%
Certified Advisory Corp 63,830$2,488,2570.44%
Breakwater Capital Group 22,083$860,8460.36%
View complete list of ISHARES TR shareholders