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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,570,328
-8.0%
409,335
-4.5%
0.08%
-49.7%
Q2 2023$32,140,409
+0.2%
428,539
-4.4%
0.17%
+145.6%
Q1 2023$32,064,726
+6.4%
448,395
+1.6%
0.07%
+1.5%
Q4 2022$30,129,521
+5.8%
441,135
-2.3%
0.07%
-9.5%
Q3 2022$28,469,000
+2.7%
451,749
+3.8%
0.07%
+4.2%
Q2 2022$27,734,000
-26.4%
435,176
-10.8%
0.07%
-13.4%
Q1 2022$37,697,000
-12.0%
487,864
-2.9%
0.08%
-10.9%
Q4 2021$42,829,000
+9.5%
502,340
+1.7%
0.09%
-4.2%
Q3 2021$39,126,000
-1.5%
494,076
+0.6%
0.10%
-6.8%
Q2 2021$39,742,000
+9.9%
491,067
+6.4%
0.10%
-12.0%
Q1 2021$36,177,000
+6.4%
461,624
-1.9%
0.12%
+6.4%
Q4 2020$33,988,000
+23.8%
470,611
+310.1%
0.11%
+2.8%
Q3 2020$27,448,000
+13.9%
114,758
+6.7%
0.11%
-2.7%
Q2 2020$24,103,000
+29.7%
107,593
+3.3%
0.11%
+4.8%
Q1 2020$18,585,000
-27.6%
104,144
-3.4%
0.10%
-10.3%
Q4 2019$25,661,000
+5.8%
107,769
-0.6%
0.12%
-7.1%
Q3 2019$24,265,000
+1.2%
108,396
+2.3%
0.13%
-3.8%
Q2 2019$23,987,000
+0.3%
106,010
-2.9%
0.13%
+4.8%
Q1 2019$23,917,000
+16.0%
109,162
+1.2%
0.12%0.0%
Q4 2018$20,624,000
+1.6%
107,847
+23.7%
0.12%
+26.3%
Q3 2018$20,308,000
+3.9%
87,182
+0.2%
0.10%
-10.0%
Q2 2018$19,551,000
+21.7%
86,980
+18.2%
0.11%
+0.9%
Q1 2018$16,069,000
+5.5%
73,599
+4.3%
0.11%
+9.0%
Q4 2017$15,228,000
+9.0%
70,557
+2.2%
0.10%
-1.0%
Q3 2017$13,976,000
+3.2%
69,064
+0.2%
0.10%
-1.9%
Q2 2017$13,548,000
-0.3%
68,908
-3.2%
0.10%
-1.9%
Q1 2017$13,584,000
+7.6%
71,154
+2.7%
0.10%
-4.5%
Q4 2016$12,626,000
+8.7%
69,298
+4.2%
0.11%
+1.9%
Q3 2016$11,616,000
+3.3%
66,482
+0.0%
0.11%
-0.9%
Q2 2016$11,240,000
+5.3%
66,465
+1.3%
0.11%
+6.9%
Q1 2016$10,672,000
-62.2%
65,631
-62.5%
0.10%
-64.7%
Q4 2015$28,198,000
+4.2%
175,185
+1.7%
0.29%
-15.0%
Q3 2015$27,062,000
-12.0%
172,270
-5.0%
0.34%
-3.7%
Q2 2015$30,735,000
+4.9%
181,331
+6.1%
0.35%
+5.7%
Q1 2015$29,299,000
+110.0%
170,828
+95.5%
0.33%
+100.0%
Q4 2014$13,951,000
+54.4%
87,377
+46.5%
0.17%
+44.0%
Q3 2014$9,033,000
-0.7%
59,642
+3.0%
0.12%
-24.7%
Q2 2014$9,096,000
+8.4%
57,909
+5.6%
0.15%
+0.7%
Q1 2014$8,390,000
+6.8%
54,864
+4.9%
0.15%
-3.2%
Q4 2013$7,858,000
-5.4%
52,319
-12.4%
0.16%
-16.0%
Q3 2013$8,310,000
+4.4%
59,739
-3.3%
0.19%
-4.1%
Q2 2013$7,962,00061,8040.20%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders