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

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 111 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 3.54 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,008
-26.3%
1,995
-22.3%
0.00%
-50.0%
Q2 2023$341,775
-47.2%
2,569
-47.4%
0.00%
+100.0%
Q1 2023$647,807
-7.9%
4,888
-13.3%
0.00%
-50.0%
Q4 2022$703,703
+96.6%
5,640
+70.3%
0.00%
+100.0%
Q3 2022$358,000
-33.5%
3,311
-8.0%
0.00%0.0%
Q1 2022$538,000
-31.3%
3,597
-58.0%
0.00%
-75.0%
Q1 2019$783,000
-29.2%
8,568
-23.3%
0.00%
-33.3%
Q2 2018$1,106,000
+19.7%
11,173
+16.2%
0.01%0.0%
Q1 2018$924,000
-19.3%
9,613
-25.2%
0.01%
-33.3%
Q1 2017$1,145,000
+48.7%
12,848
+38.7%
0.01%
+28.6%
Q4 2016$770,000
+109.2%
9,262
+84.6%
0.01%
+75.0%
Q1 2016$368,0005,0170.00%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders