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

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 86 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$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 Q2 2018
NameSharesValueWeighting ↓
NORTHWEST INVESTMENT COUNSELORS, LLC 190,735$14,118,1803.94%
Boston Standard Wealth Management, LLC 71,957$5,326,0001.41%
Alhambra Investment Management LLC 20,718$1,533,5461.01%
Independent Family Office, LLC 15,442$1,143,0170.71%
ECLECTIC ASSOCIATES INC /ADV 13,238$979,8700.50%
OARSMAN CAPITAL, INC. 6,607$489,0500.20%
GUARDIAN CAPITAL ADVISORS LP 22,830$1,706,3140.19%
BAROMETER CAPITAL MANAGEMENT INC. 6,300$466,3260.15%
Matrix Trust Co 4,752$3520.09%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 6,758$500,2100.09%
View complete list of ISHARES TR shareholders