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

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 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$675,856
-40.8%
14,160
-37.3%
0.00%
-66.7%
Q2 2023$1,141,593
+15.5%
22,588
+14.3%
0.01%
+200.0%
Q1 2023$988,295
-16.0%
19,758
-23.9%
0.00%
-33.3%
Q4 2022$1,175,910
-7.0%
25,964
-22.4%
0.00%0.0%
Q3 2022$1,264,000
-4.3%
33,469
+8.2%
0.00%0.0%
Q2 2022$1,321,000
-15.6%
30,928
-0.7%
0.00%0.0%
Q1 2022$1,565,000
+37.4%
31,149
+48.8%
0.00%
+50.0%
Q4 2021$1,139,000
+39.8%
20,940
+33.9%
0.00%0.0%
Q3 2021$815,000
-0.2%
15,644
+2.1%
0.00%0.0%
Q2 2021$817,000
+2.0%
15,325
-3.8%
0.00%
-33.3%
Q1 2021$801,000
+2.8%
15,937
-2.0%
0.00%0.0%
Q4 2020$779,000
-9.5%
16,257
-21.0%
0.00%0.0%
Q3 2020$861,000
-5.6%
20,573
-8.9%
0.00%
-25.0%
Q2 2020$912,000
+2.6%
22,584
-10.3%
0.00%
-20.0%
Q1 2020$889,000
-47.5%
25,170
-30.2%
0.01%
-37.5%
Q4 2019$1,694,000
-19.4%
36,081
-25.7%
0.01%
-27.3%
Q3 2019$2,101,000
-24.9%
48,562
-23.4%
0.01%
-26.7%
Q2 2019$2,796,000
-3.3%
63,435
-4.8%
0.02%0.0%
Q1 2019$2,890,000
+7.7%
66,602
-2.9%
0.02%
-6.2%
Q4 2018$2,683,000
-22.9%
68,580
-11.2%
0.02%
-5.9%
Q3 2018$3,482,000
-97.5%
77,252
-97.4%
0.02%
-98.2%
Q4 2017$139,614,000
+105.0%
2,954,190
+103.3%
0.92%
+87.6%
Q3 2017$68,100,000
+6.8%
1,452,953
+1.0%
0.49%
+1.2%
Q2 2017$63,746,000
+6.6%
1,438,314
+0.7%
0.48%
+4.5%
Q1 2017$59,794,000
-28.2%
1,428,766
-33.4%
0.46%
-36.0%
Q4 2016$83,286,000
-3.8%
2,145,990
-2.4%
0.72%
-10.3%
Q3 2016$86,571,000
-16.3%
2,198,353
-19.7%
0.81%
-19.6%
Q2 2016$103,448,0002,737,4351.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
METLIFE INC 14,270$743,4786.48%
B, B, H, & B INC. 38,638$2,014,0001.84%
Willis Johnson & Associates, Inc. 219,310$11,430,0001.59%
Providence First Trust Co 57,040$2,973,0001.40%
Stelac Advisory Services LLC 80,637$4,203,0001.13%
Palisades Hudson Asset Management, L.P. 41,580$2,167,0000.99%
WealthBridge Investment Counsel Inc. 38,995$2,032,0000.91%
Family Firm, Inc. 59,602$3,245,0000.85%
Intercontinental Wealth Advisors, LLC 60,426$3,149,0000.73%
swisspartners Advisors Ltd 17,980$937,0000.66%
View complete list of ISHARES TR shareholders