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

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 133 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,652,100
+11.9%
39,723
+4.5%
0.01%
-37.5%
Q2 2023$1,476,290
-4.9%
38,029
-4.1%
0.01%
+166.7%
Q1 2023$1,553,091
-47.9%
39,650
-45.9%
0.00%
-57.1%
Q4 2022$2,981,882
+18.2%
73,337
+1.0%
0.01%0.0%
Q3 2022$2,523,000
-47.9%
72,588
-46.1%
0.01%
-41.7%
Q2 2022$4,846,000
+85.7%
134,696
+108.8%
0.01%
+100.0%
Q1 2022$2,609,000
+1191.6%
64,506
+905.4%
0.01%
Q4 2021$202,000
-79.5%
6,416
-80.4%
0.00%
-100.0%
Q4 2019$983,000
-14.7%
32,670
+1.5%
0.00%
-33.3%
Q3 2018$1,153,000
+21.4%
32,172
+7.3%
0.01%
-14.3%
Q2 2017$950,000
-14.6%
29,993
-7.6%
0.01%
-22.2%
Q1 2017$1,112,000
+0.7%
32,449
+5.7%
0.01%
-10.0%
Q4 2016$1,104,000
-14.3%
30,711
-17.8%
0.01%
-16.7%
Q3 2016$1,288,000
+30.1%
37,367
+25.3%
0.01%
+20.0%
Q2 2016$990,000
+195.5%
29,815
+298.2%
0.01%
+150.0%
Q3 2014$335,000
-10.7%
7,488
-0.2%
0.00%
-33.3%
Q2 2014$375,000
+13.0%
7,5000.0%0.01%0.0%
Q1 2014$332,0007,5000.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Family Firm, Inc. 257,385$10,704,6423.01%
THEORY FINANCIAL LLC 87,460$3,637,4612.13%
Zeit Capital LLC 41,987$1,746,2591.62%
Sowa Financial Group, Inc. 51,679$2,1491.61%
Midwest Professional Planners, LTD. 67,622$2,812,3991.26%
Windward Private Wealth Management Inc. 65,084$2,706,8441.22%
Milestone Advisory Partners 26,471$1,100,9290.92%
Q3 Asset Management 50,251$2,0890.83%
Great Lakes Retirement, Inc. 104,344$4,372,6640.79%
DHK Financial Advisors, Inc. 16,574$694,6060.62%
View complete list of ISHARES TR shareholders