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

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 166 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,391,267
-24.7%
41,343
-19.1%
0.01%
-56.2%
Q2 2023$3,176,279
+5.9%
51,074
-7.4%
0.02%
+166.7%
Q1 2023$2,999,259
+33.0%
55,174
+9.7%
0.01%
+20.0%
Q4 2022$2,254,635
+2.3%
50,293
-3.8%
0.01%
-16.7%
Q3 2022$2,205,000
+111.2%
52,268
+128.7%
0.01%
+100.0%
Q2 2022$1,044,000
-3.0%
22,852
+23.2%
0.00%
+50.0%
Q1 2022$1,076,000
-10.0%
18,5550.0%0.00%
-33.3%
Q4 2021$1,195,000
+53.2%
18,555
+34.8%
0.00%
+50.0%
Q3 2021$780,000
+7.9%
13,764
+542.9%
0.00%0.0%
Q2 2021$723,000
+59.6%
2,141
+45.3%
0.00%
+100.0%
Q1 2021$453,000
-32.4%
1,473
-34.1%
0.00%
-50.0%
Q4 2020$670,000
+58.0%
2,234
+38.9%
0.00%0.0%
Q3 2020$424,000
+55.9%
1,608
+9.5%
0.00%
+100.0%
Q3 2019$272,000
+3.0%
1,4690.0%0.00%0.0%
Q2 2019$264,000
-2.2%
1,469
-7.0%
0.00%0.0%
Q1 2019$270,000
-17.7%
1,579
-30.6%
0.00%
-50.0%
Q4 2018$328,000
+15.5%
2,274
+40.0%
0.00%
+100.0%
Q3 2018$284,000
+17.8%
1,624
+10.9%
0.00%0.0%
Q2 2018$241,0000.0%1,464
-3.6%
0.00%
-50.0%
Q1 2018$241,000
-5.1%
1,519
-8.0%
0.00%0.0%
Q4 2017$254,000
+8.1%
1,6510.0%0.00%0.0%
Q3 2017$235,0000.0%1,651
-7.9%
0.00%0.0%
Q2 2017$235,000
-27.2%
1,792
-31.1%
0.00%
-33.3%
Q1 2017$323,000
+18.8%
2,602
+5.0%
0.00%
+50.0%
Q4 2016$272,000
+34.0%
2,477
+34.9%
0.00%0.0%
Q3 2016$203,000
-21.9%
1,836
-29.4%
0.00%0.0%
Q1 2016$260,000
-31.2%
2,601
-32.8%
0.00%
-50.0%
Q4 2015$378,0003,8730.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Goodwin Investment Advisory 12,982$3,940,0004.82%
Sharkey, Howes & Javer 39,524$11,859,0003.96%
MA Private Wealth 57,111$17,136,0003.92%
Sanctuary Wealth Management, L.L.C. 10,370$3,112,0003.78%
OmniStar Financial Group, Inc. 17,956$5,388,0003.78%
B, B, H, & B INC. 14,252$4,276,0003.69%
ONE Advisory Partners, LLC 16,705$5,012,0003.43%
EXECUTIVE WEALTH GROUP LLC 16,148$4,845,2343.27%
High Falls Advisors, Inc 34,265$10,281,0002.98%
HawsGoodwin Investment Management LLC 29,402$8,822,0002.77%
View complete list of ISHARES TR shareholders