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

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 249 filers reported holding ISHARES TR in Q4 2020. 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$612,658
-39.7%
8,195
-39.9%
0.00%
-60.0%
Q2 2023$1,016,636
-63.0%
13,626
-64.7%
0.01%
-16.7%
Q1 2023$2,744,154
+5.7%
38,574
+12.1%
0.01%0.0%
Q4 2022$2,596,847
-7.7%
34,409
-17.4%
0.01%
-14.3%
Q3 2022$2,814,000
+35.4%
41,651
+40.2%
0.01%
+40.0%
Q2 2022$2,079,000
-25.9%
29,711
-10.4%
0.01%
-16.7%
Q1 2022$2,804,000
-29.3%
33,177
-27.5%
0.01%
-33.3%
Q4 2021$3,966,000
+234.1%
45,750
+218.0%
0.01%
+200.0%
Q3 2021$1,187,000
+11.2%
14,385
+9.2%
0.00%0.0%
Q2 2021$1,067,000
+24.9%
13,168
+15.4%
0.00%0.0%
Q1 2021$854,000
-2.0%
11,413
-12.5%
0.00%0.0%
Q4 2020$871,000
+24.8%
13,042
+112.1%
0.00%0.0%
Q3 2020$698,000
-2.9%
6,148
-5.8%
0.00%0.0%
Q2 2020$719,000
-28.9%
6,529
-37.2%
0.00%
-50.0%
Q1 2020$1,011,000
-33.7%
10,397
-6.1%
0.01%
-14.3%
Q4 2019$1,525,000
+64.3%
11,067
+53.6%
0.01%
+40.0%
Q3 2019$928,000
-11.9%
7,207
-14.1%
0.01%
-16.7%
Q2 2019$1,053,000
+0.5%
8,387
-5.4%
0.01%
+20.0%
Q1 2019$1,048,000
-5.7%
8,870
-15.1%
0.01%
-28.6%
Q4 2018$1,111,000
-62.5%
10,442
-57.2%
0.01%
-50.0%
Q3 2018$2,963,000
-29.3%
24,390
-31.8%
0.01%
-39.1%
Q2 2018$4,189,000
-10.7%
35,742
-10.2%
0.02%
-28.1%
Q1 2018$4,691,000
-21.4%
39,816
-20.3%
0.03%
-17.9%
Q4 2017$5,966,000
+10.6%
49,958
+3.8%
0.04%0.0%
Q3 2017$5,394,000
+11.7%
48,110
+7.1%
0.04%
+5.4%
Q2 2017$4,830,000
+1.1%
44,921
-2.2%
0.04%0.0%
Q1 2017$4,779,000
+173.1%
45,931
+166.4%
0.04%
+146.7%
Q4 2016$1,750,000
+18.6%
17,242
+5.1%
0.02%
+7.1%
Q3 2016$1,476,000
+103.0%
16,408
+94.0%
0.01%
+100.0%
Q2 2016$727,000
-2.9%
8,458
-4.5%
0.01%0.0%
Q1 2016$749,000
-14.6%
8,858
-10.7%
0.01%
-22.2%
Q4 2015$877,000
+10.2%
9,923
+4.8%
0.01%
-10.0%
Q3 2015$796,000
-11.9%
9,469
-6.0%
0.01%0.0%
Q2 2015$904,000
-1.4%
10,069
-2.2%
0.01%0.0%
Q1 2015$917,000
-2.7%
10,299
-1.4%
0.01%
-9.1%
Q4 2014$942,000
-23.8%
10,449
-29.3%
0.01%
-31.2%
Q3 2014$1,237,000
+25.2%
14,778
+24.3%
0.02%
-5.9%
Q2 2014$988,000
-5.2%
11,888
-6.7%
0.02%
-10.5%
Q1 2014$1,042,000
+29.0%
12,743
+26.5%
0.02%
+18.8%
Q4 2013$808,000
+21.3%
10,076
+10.8%
0.02%
+6.7%
Q3 2013$666,000
+3.9%
9,095
+1.6%
0.02%
-6.2%
Q2 2013$641,0008,9550.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 71,300$5,330,3883.76%
HC Advisors, LLC 61,287$4,581,8162.72%
ETFIDEA, LLC 84,252$6,298,6702.68%
Somerset Group LLC 28,574$2,136,1922.01%
Magnus Financial Group LLC 172,772$12,916,4611.88%
GDS Wealth Management 151,485$11,325,0191.78%
Vahanian & Associates Financial Planning Inc. 5,735$428,7491.38%
DAGCO, INC. 6,559$2,554,7951.32%
Navis Wealth Advisors, LLC 10,999$822,2851.19%
AFT, FORSYTH & COMPANY, INC. 18,771$1,403,3431.03%
View complete list of ISHARES TR shareholders