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

ISHARES TR's ticker is IXJ and the CUSIP is 464287325. A total of 261 filers reported holding ISHARES TR in Q3 2023. 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$1,506,143
-8.8%
18,274
-5.9%
0.00%
-55.6%
Q2 2023$1,651,016
+13.1%
19,426
+10.9%
0.01%
+200.0%
Q1 2023$1,460,300
-2.4%
17,518
-0.6%
0.00%0.0%
Q4 2022$1,496,180
+408.9%
17,627
+351.7%
0.00%
+200.0%
Q3 2022$294,000
-1.0%
3,902
+6.4%
0.00%0.0%
Q2 2022$297,000
-19.1%
3,666
-12.4%
0.00%0.0%
Q1 2022$367,000
+5.2%
4,183
+8.4%
0.00%0.0%
Q4 2021$349,000
+10.4%
3,858
+2.1%
0.00%0.0%
Q3 2021$316,000
-20.0%
3,779
-20.5%
0.00%0.0%
Q2 2021$395,000
+35.7%
4,753
+26.0%
0.00%0.0%
Q1 2021$291,000
-27.6%
3,771
-28.4%
0.00%0.0%
Q4 2020$402,000
+24.5%
5,264
+17.0%
0.00%0.0%
Q3 2020$323,000
+4.2%
4,498
-0.3%
0.00%0.0%
Q2 2020$310,000
-49.3%
4,510
-55.1%
0.00%
-66.7%
Q1 2020$612,000
-5.6%
10,035
+6.5%
0.00%0.0%
Q4 2019$648,000
+123.4%
9,421
+234.4%
0.00%
+50.0%
Q1 2017$290,000
+4.3%
2,817
-3.8%
0.00%0.0%
Q4 2016$278,000
-5.8%
2,9290.0%0.00%
-33.3%
Q3 2016$295,000
+6.1%
2,929
+6.4%
0.00%0.0%
Q2 2016$278,000
-16.0%
2,753
-19.8%
0.00%0.0%
Q1 2016$331,000
+41.5%
3,432
+50.5%
0.00%
+50.0%
Q4 2015$234,0002,2800.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Danda Trouve Investment Management, Inc. 47,824$3,975,0004.72%
Hamilton Wealth, LLC 83,119$6,909,0003.22%
Clarity Wealth Advisors, LLC 53,564$4,452,0002.31%
FCA CORP /TX 56,519$4,698,0001.33%
ELCO Management Co., LLC 10,058$836,0000.62%
Richard Bernstein Advisors LLC 330,591$27,478,0000.57%
Marotta Asset Management 27,286$2,284,384,0000.55%
Slow Capital, Inc. 33,776$2,807,0000.53%
White Lighthouse Investment Management Inc. 21,418$1,780,0000.49%
Maltin Wealth Management, Inc. 8,537$710,0000.43%
View complete list of ISHARES TR shareholders