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

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 114 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$706,492
-3.2%
11,996
+0.4%
0.00%
-50.0%
Q2 2023$729,772
-6.5%
11,948
-13.6%
0.00%
+100.0%
Q1 2023$780,150
+10.7%
13,830
+3.3%
0.00%0.0%
Q4 2022$704,850
+7.0%
13,390
+0.4%
0.00%0.0%
Q3 2022$659,000
+4.9%
13,343
+10.4%
0.00%0.0%
Q2 2022$628,000
-17.2%
12,089
+0.2%
0.00%0.0%
Q1 2022$758,000
-5.1%
12,059
+0.3%
0.00%0.0%
Q4 2021$799,000
+248.9%
12,028
+536.1%
0.00%
-33.3%
Q1 2015$229,0001,8910.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 275,945$5,983,0004.54%
Brand Asset Management Group, Inc. 18,548$4,021,0002.26%
Equitable Holdings, Inc. 218,801$47,438,0001.08%
Integrated Advisors Network LLC 28,218$6,118,0000.67%
West Coast Financial LLC 14,312$3,103,0000.60%
LANDAAS & CO /WI /ADV 2,114$458,0000.31%
Karn, Couzens & Associates, Inc. 1,483$322,0000.30%
Liberty Capital Management, Inc. 3,065$665,0000.24%
J.W. COLE ADVISORS, INC. 9,773$2,119,0000.22%
Cadent Capital Advisors, LLC 2,018$438,0000.22%
View complete list of ISHARES TR shareholders