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

ISHARES TR's ticker is WOOD and the CUSIP is 464288174. A total of 80 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.51 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 Q2 2023
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 5,731$431,0005.56%
NORTHWEST INVESTMENT COUNSELORS, LLC 135,267$10,183,0003.91%
Boston Standard Wealth Management, LLC 40,219$3,009,000,0001.64%
MD Financial Management Inc. 314,067$23,693,0001.08%
NVWM, LLC 18,415$1,386,0000.88%
Aevitas Wealth Management, Inc. 8,968$675,0000.61%
M Holdings Securities, Inc. 19,724$1,485,0000.39%
PICTET BANK & TRUST Ltd 13,700$1,034,0000.32%
Tortoise Investment Management, LLC 13,128$988,0000.26%
OARSMAN CAPITAL, INC. 6,332$477,0000.19%
View complete list of ISHARES TR shareholders