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

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 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$2,267,458
-35.4%
47,806
-41.6%
0.01%
-66.7%
Q2 2023$3,509,658
-9.0%
81,925
-7.0%
0.02%
+125.0%
Q1 2023$3,855,031
-44.5%
88,115
-41.1%
0.01%
-50.0%
Q4 2022$6,950,441
+76.9%
149,504
+49.6%
0.02%
+60.0%
Q3 2022$3,928,000
+4.6%
99,915
+1.4%
0.01%0.0%
Q2 2022$3,757,000
-3.2%
98,548
+3.8%
0.01%
+25.0%
Q1 2022$3,883,000
+55.2%
94,904
+14.2%
0.01%
+60.0%
Q4 2021$2,502,000
+230.1%
83,136
+209.9%
0.01%
+150.0%
Q3 2021$758,000
+9.9%
26,824
+13.1%
0.00%0.0%
Q2 2021$690,000
+14.4%
23,720
+3.1%
0.00%0.0%
Q1 2021$603,000
+20.8%
22,997
-6.7%
0.00%0.0%
Q4 2020$499,000
+14.4%
24,645
-9.7%
0.00%0.0%
Q3 2020$436,000
-20.7%
27,290
-0.6%
0.00%
-33.3%
Q2 2020$550,000
+37.8%
27,462
+5.5%
0.00%
+50.0%
Q1 2020$399,000
-66.9%
26,032
-30.8%
0.00%
-60.0%
Q4 2019$1,207,000
+206.3%
37,592
+202.9%
0.01%
+150.0%
Q3 2019$394,000
+25.5%
12,412
+35.9%
0.00%0.0%
Q2 2019$314,000
-17.2%
9,135
-13.1%
0.00%0.0%
Q1 2019$379,000
-31.5%
10,518
-40.7%
0.00%
-33.3%
Q4 2018$553,000
-62.3%
17,747
-49.3%
0.00%
-57.1%
Q3 2018$1,468,000
-1.9%
34,986
-1.9%
0.01%
-12.5%
Q2 2018$1,496,000
+15.3%
35,666
+1.7%
0.01%
-11.1%
Q1 2018$1,297,000
-38.3%
35,066
-33.9%
0.01%
-35.7%
Q4 2017$2,103,000
+99.5%
53,041
+88.3%
0.01%
+75.0%
Q3 2017$1,054,000
+4.6%
28,161
-0.8%
0.01%0.0%
Q2 2017$1,008,000
-2.9%
28,386
+5.4%
0.01%0.0%
Q1 2017$1,038,000
+2.3%
26,939
+10.3%
0.01%
-11.1%
Q4 2016$1,015,000
+45.0%
24,431
+36.1%
0.01%
+28.6%
Q3 2016$700,000
+186.9%
17,946
+182.1%
0.01%
+250.0%
Q2 2016$244,000
+16.7%
6,361
+56.9%
0.00%
-33.3%
Q3 2014$209,0004,0530.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders