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

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 147 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$278,378
-7.7%
4,158
-1.8%
0.00%
-50.0%
Q2 2023$301,466
-8.6%
4,236
-16.9%
0.00%
+100.0%
Q1 2023$329,725
-38.9%
5,097
-46.2%
0.00%0.0%
Q4 2022$539,582
+39.8%
9,473
+42.7%
0.00%0.0%
Q3 2022$386,000
+11.9%
6,640
+9.3%
0.00%0.0%
Q2 2022$345,000
-20.3%
6,075
+5.4%
0.00%0.0%
Q1 2022$433,000
-2.3%
5,765
+9.3%
0.00%0.0%
Q4 2021$443,000
-31.1%
5,273
-36.6%
0.00%
-50.0%
Q3 2021$643,000
+31.5%
8,319
+32.1%
0.00%
+100.0%
Q2 2021$489,000
+21.3%
6,296
+16.8%
0.00%0.0%
Q1 2021$403,000
+24.0%
5,392
+16.8%
0.00%0.0%
Q4 2020$325,000
+12.5%
4,616
+300.0%
0.00%0.0%
Q3 2020$289,000
+14.2%
1,1540.0%0.00%0.0%
Q2 2020$253,000
+21.1%
1,154
-2.1%
0.00%0.0%
Q1 2020$209,000
-22.3%
1,1790.0%0.00%0.0%
Q4 2019$269,000
+5.1%
1,1790.0%0.00%0.0%
Q3 2019$256,000
-0.4%
1,1790.0%0.00%0.0%
Q2 2019$257,000
-6.5%
1,179
-12.5%
0.00%0.0%
Q1 2019$275,000
-5.8%
1,348
-16.5%
0.00%
-50.0%
Q4 2018$292,000
+2.1%
1,615
+19.5%
0.00%
+100.0%
Q3 2018$286,000
-1.7%
1,351
-10.0%
0.00%
-50.0%
Q2 2018$291,000
+6.2%
1,5010.0%0.00%0.0%
Q1 2018$274,000
+1.9%
1,5010.0%0.00%0.0%
Q4 2017$269,000
+30.6%
1,501
+17.3%
0.00%0.0%
Q1 2017$206,000
-16.6%
1,280
-25.0%
0.00%
-33.3%
Q4 2015$247,000
+5.1%
1,7070.0%0.00%0.0%
Q3 2015$235,000
-20.9%
1,707
-17.7%
0.00%0.0%
Q2 2015$297,0002,0750.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Howard Capital Management Inc. 120,747$30,190,0006.91%
MinichMacGregor Wealth Management, LLC 31,626$7,906,0003.73%
First Citizens Financial Corp 14,568$3,642,0003.60%
Quantitative Advantage, LLC 55,155$13,789,0003.37%
WJ Wealth Management, LLC 4,005$1,001,0003.24%
SPC Financial, Inc. 73,748$18,438,0003.18%
Stonebridge Financial Planning Group, LLC 12,266$3,161,0002.27%
Prospera Financial Services Inc 18,383$4,596,0001.76%
WESPAC Advisors, LLC 3,772$943,0001.17%
GARRISON POINT ADVISORS, LLC 3,978$995,0000.90%
View complete list of ISHARES TR shareholders