Lowe Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ESGU and the CUSIP is 46435G425. A total of 641 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Lowe Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$133,773
-19.7%
1,275
-28.2%
0.07%
-25.8%
Q3 2023$166,690
-3.6%
1,7750.0%0.09%
+1.1%
Q2 2023$172,992
+4.8%
1,775
-2.7%
0.09%
-1.1%
Q1 2023$165,071
+6.7%
1,8250.0%0.09%
+4.7%
Q4 2022$154,669
+6.7%
1,8250.0%0.08%0.0%
Q3 2022$145,000
-18.5%
1,825
-14.1%
0.08%
-12.4%
Q2 2022$178,000
-17.2%
2,1250.0%0.10%0.0%
Q1 2022$215,000
-6.1%
2,1250.0%0.10%
-4.0%
Q4 2021$229,000
+9.6%
2,1250.0%0.10%
+2.0%
Q3 2021$209,000
+30.6%
2,125
+30.8%
0.10%
+28.6%
Q2 2021$160,000
+30.1%
1,625
+20.4%
0.08%
+24.2%
Q1 2021$123,000
+6.0%
1,3500.0%0.06%
+5.1%
Q4 2020$116,000
+404.3%
1,350
+350.0%
0.06%
+353.8%
Q3 2020$23,000
+64.3%
300
+50.0%
0.01%
+62.5%
Q2 2020$14,0002000.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Mizuho Bank, Ltd. 2,500,000$243,650,00023.61%
IMPACTfolio, LLC 191,298$17,964,79412.96%
Erickson Financial Group, LLC 129,159$12,129,32211.35%
TAIYO LIFE INSURANCE CO 1,307,000$122,7409.48%
Virtus Investment Advisers, Inc. 131,711$12,368,9808.42%
CLIENT 1ST ADVISORY GROUP, LLC 162,746$15,283,5138.08%
DOHJ, LLC 164,240$15,407,3956.87%
Spectrum Planning & Advisory Services Inc. 45,051$4,230,7706.67%
Laurel Wealth Planning LLC 88,042$8,2686.44%
Bank of Italy 2,068,908$194,2916.20%
View complete list of ISHARES TR shareholders