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

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 140 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 2022$690,000
-13.3%
11,254
-7.1%
0.00%0.0%
Q2 2022$796,000
-21.6%
12,114
-5.2%
0.00%0.0%
Q1 2022$1,015,000
-1.1%
12,772
-0.3%
0.00%0.0%
Q4 2021$1,026,000
+10.0%
12,811
+7.7%
0.00%0.0%
Q3 2021$933,000
-8.9%
11,894
-9.8%
0.00%
-33.3%
Q2 2021$1,024,00013,1890.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 88,769$5,443,0002.44%
Richard Bernstein Advisors LLC 1,271,309$77,943,0001.95%
Ayalon Insurance Comp Ltd. 50,033$3,068,0001.44%
CLIENT 1ST ADVISORY GROUP, LLC 18,243$1,118,0000.70%
GREENWOOD CAPITAL ASSOCIATES LLC 65,575$4,021,0000.69%
Salomon & Ludwin, LLC 66,234$4,061,0000.61%
ICICI Prudential Asset Management Co Ltd 48,637$2,982,0000.46%
SENTINEL TRUST CO LBA 31,100$1,907,0000.31%
TCWP LLC 23,134$1,418,0000.30%
Mayfair Advisory Group, LLC 3,239$203,0000.29%
View complete list of ISHARES TR shareholders