Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ITB and the CUSIP is 464288752. A total of 234 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.

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 Q4 2022
NameSharesValueWeighting ↓
Miller Investment Management, LP 724,592$28,614,0009.37%
Main Management ETF Advisors, LLC 376,200$14,856,0005.27%
Marketfield Asset Management LLC 357,211$14,106,0004.06%
Pinnacle Advisory Group, Inc. 1,138,916$44,976,0002.68%
Financial Management Professionals, Inc. 91,066$3,596,0001.86%
Main Management LLC 325,151$12,840,0001.76%
S. R. Schill & Associates 62,382$2,463,0001.53%
HGI Capital Management, LLC 60,700$2,397,0001.28%
SOL Capital Management CO 111,243$4,393,0001.26%
Ayalon Insurance Comp Ltd. 36,000$1,422,0001.18%
View complete list of ISHARES TR shareholders