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

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 78 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 2.44 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$357,665
+3.2%
4,8320.0%0.00%
-50.0%
Q2 2023$346,430
+0.1%
4,832
-0.0%
0.00%
+100.0%
Q1 2023$345,994
-1.6%
4,8330.0%0.00%0.0%
Q4 2022$351,601
+11.3%
4,8330.0%0.00%0.0%
Q3 2022$316,000
-46.4%
4,833
-38.4%
0.00%
-66.7%
Q3 2018$590,000
-6.5%
7,840
-3.0%
0.00%
-25.0%
Q2 2018$631,000
+35.4%
8,080
+36.0%
0.00%
+33.3%
Q1 2018$466,0005,9420.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 12,849$1,148,0004.76%
NORTHWEST INVESTMENT COUNSELORS, LLC 194,378$17,362,0004.59%
Boston Standard Wealth Management, LLC 67,099$5,993,000,0001.72%
Independent Family Office, LLC 42,089$3,759,0001.23%
SAXON INTERESTS, INC. 18,574$1,660,0000.88%
ECLECTIC ASSOCIATES INC /ADV 12,725$1,137,0000.72%
Delos Wealth Advisors, LLC 4,622$413,0000.41%
Rather & Kittrell, Inc. 3,923$350,0000.34%
NVWM, LLC 9,962$890,0000.28%
OARSMAN CAPITAL, INC. 7,065$631,0000.25%
View complete list of ISHARES TR shareholders