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

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 147 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$442,089
+11.1%
4,382
+16.7%
0.00%
-50.0%
Q2 2023$398,063
-59.3%
3,754
-61.6%
0.00%0.0%
Q1 2023$979,164
-28.3%
9,776
-31.0%
0.00%
-33.3%
Q4 2022$1,365,970
+53.5%
14,161
+33.3%
0.00%
+50.0%
Q3 2022$890,000
-5.0%
10,620
-0.1%
0.00%0.0%
Q2 2022$937,000
+108.7%
10,633
+149.4%
0.00%
+100.0%
Q1 2022$449,000
-30.2%
4,263
-25.2%
0.00%0.0%
Q4 2021$643,000
+90.2%
5,703
+80.6%
0.00%0.0%
Q3 2021$338,000
+14.6%
3,158
+19.1%
0.00%0.0%
Q2 2021$295,000
+41.1%
2,652
+57.4%
0.00%0.0%
Q1 2020$209,000
+0.5%
1,685
+35.5%
0.00%0.0%
Q4 2019$208,000
-3.7%
1,244
-9.1%
0.00%0.0%
Q2 2019$216,000
-27.0%
1,368
-29.9%
0.00%
-50.0%
Q1 2019$296,000
-50.5%
1,951
-58.0%
0.00%
-50.0%
Q4 2018$598,000
-25.2%
4,649
-9.1%
0.00%0.0%
Q3 2018$799,000
+6.5%
5,114
-2.0%
0.00%0.0%
Q2 2018$750,000
-17.3%
5,221
-16.5%
0.00%
-33.3%
Q1 2018$907,000
+15.7%
6,253
+17.5%
0.01%
+20.0%
Q4 2017$784,000
+280.6%
5,321
+257.6%
0.01%
+400.0%
Q3 2017$206,000
-88.7%
1,488
-92.1%
0.00%
-95.7%
Q3 2015$1,820,00018,8700.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
New England Investment & Retirement Group, Inc. 176,331$18,636,0004.50%
MAGNOLIA CAPITAL MANAGEMENT LTD 33,664$3,558,0003.51%
First Citizens Financial Corp 36,529$3,861,0003.15%
MORGAN JESS S & CO INC 42,442$4,486,0003.14%
MinichMacGregor Wealth Management, LLC 71,473$7,553,0002.82%
Modus Advisors, LLC 44,019$4,652,0002.16%
Kesler, Norman & Wride, LLC 67,297$7,113,0001.76%
Cadent Capital Advisors, LLC 37,413$3,954,0001.76%
Frank, Rimerman Advisors LLC 26,416$2,791,9071.24%
VIVID FINANCIAL MANAGEMENT, INC. 20,189$2,134,0000.98%
View complete list of ISHARES TR shareholders