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

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 151 filers reported holding ISHARES TR in Q1 2021. 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$256,164
-17.1%
1,373
-11.0%
0.00%
-50.0%
Q2 2023$308,939
-50.9%
1,542
-51.1%
0.00%
+100.0%
Q1 2023$628,770
-25.1%
3,156
-23.7%
0.00%
-50.0%
Q4 2022$839,104
+43.4%
4,138
+27.2%
0.00%0.0%
Q3 2022$585,000
-7.7%
3,2540.0%0.00%0.0%
Q2 2022$634,000
+5.5%
3,254
+8.4%
0.00%
+100.0%
Q1 2022$601,000
-0.2%
3,001
-0.1%
0.00%0.0%
Q4 2021$602,000
+27.5%
3,005
+14.3%
0.00%0.0%
Q3 2021$472,000
-2.5%
2,6300.0%0.00%0.0%
Q2 2021$484,000
+49.4%
2,630
+43.8%
0.00%0.0%
Q1 2021$324,000
+2.2%
1,8290.0%0.00%0.0%
Q4 2020$317,000
+16.1%
1,8290.0%0.00%0.0%
Q3 2020$273,000
+17.2%
1,8290.0%0.00%0.0%
Q2 2020$233,000
+15.9%
1,829
-1.3%
0.00%0.0%
Q1 2020$201,000
-18.3%
1,854
+0.2%
0.00%0.0%
Q4 2019$246,0001,8500.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders