J.P. Morgan Private Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is JKE and the CUSIP is 464287119. A total of 109 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,479,359
+12.9%
58,330
+18.0%
0.01%
-37.5%
Q2 2023$3,080,842
+47.9%
49,419
+31.3%
0.02%
+300.0%
Q1 2023$2,083,373
+1.7%
37,634
-10.6%
0.00%
-20.0%
Q4 2022$2,048,503
+3.9%
42,081
+3.0%
0.01%0.0%
Q3 2022$1,972,000
-11.2%
40,863
-7.8%
0.01%
-16.7%
Q2 2022$2,221,000
-23.0%
44,331
-0.0%
0.01%0.0%
Q1 2022$2,883,000
-15.8%
44,349
-7.0%
0.01%
-14.3%
Q4 2021$3,424,000
-0.5%
47,669
-9.2%
0.01%
-12.5%
Q3 2021$3,440,000
-0.3%
52,473
-1.5%
0.01%
-11.1%
Q2 2021$3,451,000
+2.1%
53,287
+354.6%
0.01%
-18.2%
Q1 2021$3,381,000
-9.5%
11,721
-9.1%
0.01%
-8.3%
Q4 2020$3,737,000
+12.3%
12,892
+3.6%
0.01%
-7.7%
Q3 2020$3,328,000
+9.5%
12,442
-4.0%
0.01%
-7.1%
Q2 2020$3,039,000
+23.9%
12,962
-1.8%
0.01%0.0%
Q1 2020$2,452,000
-11.5%
13,200
-0.0%
0.01%
+7.7%
Q4 2019$2,772,000
+8.5%
13,202
-1.1%
0.01%0.0%
Q3 2019$2,555,000
+12.0%
13,347
+12.2%
0.01%0.0%
Q2 2019$2,282,000
+4.7%
11,895
-0.2%
0.01%
+18.2%
Q1 2019$2,180,000
+13.9%
11,924
-1.2%
0.01%
-8.3%
Q4 2018$1,914,000
-40.4%
12,072
-30.1%
0.01%
-25.0%
Q3 2018$3,209,000
+19.6%
17,267
+12.5%
0.02%
+6.7%
Q2 2018$2,682,000
+18.5%
15,351
+11.1%
0.02%0.0%
Q1 2018$2,264,000
+16.3%
13,816
+11.1%
0.02%
+15.4%
Q4 2017$1,946,000
+16.9%
12,437
+9.4%
0.01%
+8.3%
Q3 2017$1,665,000
+17.6%
11,372
+11.8%
0.01%
+9.1%
Q2 2017$1,416,000
+37.2%
10,168
+29.7%
0.01%
+37.5%
Q1 2017$1,032,000
+264.7%
7,841
+235.7%
0.01%
+300.0%
Q4 2016$283,000
-0.7%
2,3360.0%0.00%
-33.3%
Q3 2016$285,000
+12.6%
2,336
+7.9%
0.00%
+50.0%
Q2 2016$253,000
-20.2%
2,164
-19.3%
0.00%
-33.3%
Q1 2016$317,000
-1.6%
2,683
+0.1%
0.00%0.0%
Q4 2015$322,000
+7.3%
2,6800.0%0.00%
-25.0%
Q3 2015$300,000
-5.7%
2,6800.0%0.00%0.0%
Q2 2015$318,000
+0.3%
2,680
+0.0%
0.00%0.0%
Q1 2015$317,0002,6790.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
KILEY JUERGENS WEALTH MANAGEMENT, LLC 195,578$12,665,0005.80%
FAS Wealth Partners, Inc. 878,504$56,892,0005.34%
Clearstead Advisors, LLC 837,559$54,240,0004.17%
Equitable Holdings, Inc. 3,649,835$236,363,0004.07%
Corsicana & Co. 54,930$3,557,0002.25%
DB Wealth Management Group, LLC 39,694$2,571,0001.65%
Treybourne Wealth Planners, Inc. 36,945$2,393,0001.48%
Brand Asset Management Group, Inc. 41,806$2,707,0001.32%
Towerpoint Wealth, LLC 30,350$1,965,0000.98%
TAP Consulting, LLC 52,822$3,421,0000.96%
View complete list of ISHARES TR shareholders