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

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 261 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.06 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$227,299
+10.5%
5,509
-0.3%
0.00%0.0%
Q2 2023$205,638
-77.8%
5,525
-77.4%
0.00%
-50.0%
Q1 2023$924,440
-0.1%
24,482
+3.2%
0.00%0.0%
Q4 2022$925,233
+28.7%
23,730
+10.1%
0.00%0.0%
Q3 2022$719,000
-9.9%
21,558
-8.5%
0.00%0.0%
Q2 2022$798,000
-6.8%
23,558
-0.6%
0.00%0.0%
Q1 2022$856,000
+31.3%
23,692
+0.0%
0.00%
+100.0%
Q4 2021$652,000
+2.8%
23,688
+0.4%
0.00%
-50.0%
Q3 2021$634,000
+79.6%
23,600
+78.0%
0.00%
+100.0%
Q2 2021$353,000
+15.7%
13,259
+7.1%
0.00%0.0%
Q1 2021$305,000
-68.8%
12,383
-74.3%
0.00%
-66.7%
Q4 2020$978,000
+377.1%
48,142
+660.2%
0.00%
+50.0%
Q2 2016$205,0006,3330.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders