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

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 138 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - 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$573,321
-3.5%
5,4870.0%0.00%
-33.3%
Q2 2023$594,376
-53.9%
5,487
-57.4%
0.00%0.0%
Q1 2023$1,288,001
+4.5%
12,871
-2.4%
0.00%0.0%
Q4 2022$1,232,325
+18.5%
13,187
+11.3%
0.00%0.0%
Q3 2022$1,040,000
-3.3%
11,853
+1.7%
0.00%0.0%
Q2 2022$1,076,000
-17.4%
11,656
-0.4%
0.00%0.0%
Q1 2022$1,303,000
-24.6%
11,700
-20.2%
0.00%
-25.0%
Q4 2021$1,728,000
+12.1%
14,660
+2.6%
0.00%0.0%
Q3 2021$1,542,000
-2.8%
14,291
-2.7%
0.00%0.0%
Q2 2021$1,586,000
+9.6%
14,691
+1.4%
0.00%
-20.0%
Q1 2021$1,447,000
+5.9%
14,4870.0%0.01%
+25.0%
Q4 2020$1,366,000
+13.2%
14,487
+100.0%
0.00%
-20.0%
Q3 2020$1,207,000
+8.8%
7,2430.0%0.01%0.0%
Q2 2020$1,109,000
+306.2%
7,243
+234.1%
0.01%
+150.0%
Q1 2020$273,000
-40.8%
2,168
-24.9%
0.00%0.0%
Q4 2019$461,000
+75.3%
2,886
+62.0%
0.00%
+100.0%
Q3 2019$263,000
+14.8%
1,782
+13.8%
0.00%0.0%
Q2 2019$229,000
+3.6%
1,5660.0%0.00%0.0%
Q1 2019$221,000
-2.2%
1,566
+0.7%
0.00%0.0%
Q3 2018$226,000
+6.6%
1,5550.0%0.00%0.0%
Q2 2018$212,000
-38.4%
1,555
-40.3%
0.00%
-50.0%
Q1 2018$344,000
+42.7%
2,604
+44.7%
0.00%0.0%
Q4 2017$241,000
+19.3%
1,800
+12.5%
0.00%
+100.0%
Q3 2017$202,000
-29.9%
1,600
-32.5%
0.00%
-50.0%
Q2 2017$288,000
-28.4%
2,372
-30.3%
0.00%
-33.3%
Q1 2017$402,000
+12.0%
3,403
+6.4%
0.00%0.0%
Q4 2016$359,000
-34.0%
3,199
-36.1%
0.00%
-40.0%
Q3 2016$544,000
+106.1%
5,004
+98.3%
0.01%
+66.7%
Q2 2016$264,000
-40.1%
2,524
-40.7%
0.00%
-40.0%
Q4 2014$441,0004,2540.01%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders