Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 181 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.84 and the average weighting 0.2%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$21,360
+21.6%
2500.0%0.01%
+22.2%
Q1 2023$17,573
+16.0%
2500.0%0.01%
+12.5%
Q4 2022$15,151
+16.5%
2500.0%0.01%0.0%
Q3 2022$13,0000.0%2500.0%0.01%
+14.3%
Q2 2022$13,000
-13.3%
2500.0%0.01%0.0%
Q1 2022$15,000
-28.6%
2500.0%0.01%
-22.2%
Q4 2021$21,000
+23.5%
2500.0%0.01%
+12.5%
Q3 2021$17,0000.0%2500.0%0.01%0.0%
Q2 2021$17,0000.0%2500.0%0.01%
-11.1%
Q1 2021$17,000
+21.4%
2500.0%0.01%
+28.6%
Q4 2020$14,0000.0%2500.0%0.01%
-12.5%
Q3 2020$14,000
+55.6%
250
+25.0%
0.01%
+60.0%
Q2 2020$9,000
+50.0%
2000.0%0.01%
+25.0%
Q1 2020$6,000
-33.3%
2000.0%0.00%
-20.0%
Q4 2019$9,0000.0%2000.0%0.01%0.0%
Q3 2019$9,000
+12.5%
2000.0%0.01%0.0%
Q2 2019$8,000
+14.3%
2000.0%0.01%
+25.0%
Q1 2019$7,000
+16.7%
2000.0%0.00%0.0%
Q4 2018$6,000
-14.3%
2000.0%0.00%0.0%
Q3 2018$7,000
-12.5%
2000.0%0.00%
-20.0%
Q2 2018$8,0000.0%2000.0%0.01%0.0%
Q1 2018$8,000
-11.1%
2000.0%0.01%0.0%
Q4 2017$9,000
+28.6%
2000.0%0.01%
+25.0%
Q3 2017$7,0000.0%2000.0%0.00%0.0%
Q2 2017$7,000
+16.7%
2000.0%0.00%0.0%
Q1 2017$6,000
+20.0%
2000.0%0.00%
+33.3%
Q4 2016$5,000
-16.7%
2000.0%0.00%
-25.0%
Q3 2016$6,0000.0%2000.0%0.00%0.0%
Q2 2016$6,000
+20.0%
2000.0%0.00%
+33.3%
Q1 2016$5,0000.0%2000.0%0.00%0.0%
Q4 2015$5,0000.0%2000.0%0.00%
-25.0%
Q3 2015$5,0000.0%2000.0%0.00%
+33.3%
Q2 2015$5,000
-16.7%
2000.0%0.00%
-25.0%
Q1 2015$6,000
+20.0%
2000.0%0.00%0.0%
Q4 2014$5,0002000.00%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Miller Investment Management, LP 1,609,341$44,225,00014.31%
OAKMONT Corp 2,267,400$62,308,00011.40%
CUMBERLAND ADVISORS INC 268,380$7,375,0005.26%
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 102,868$5,530,0003.65%
Marketfield Asset Management LLC 515,854$14,176,0002.81%
Graticule Asia Macro Advisors LLC 580,000$15,938,0001.92%
SOL Capital Management CO 217,651$5,981,0001.80%
Main Management LLC 335,189$9,211,0001.59%
Janney Capital Management LLC 1,222,239$33,587,0001.54%
S. R. Schill & Associates 81,757$2,247,0001.46%
View complete list of ISHARES TR shareholders