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

ISHARES TR's ticker is AAXJ and the CUSIP is 464288182. A total of 238 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 3.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$486,120
-22.6%
7,655
-19.0%
0.00%
-66.7%
Q2 2023$628,288
-83.7%
9,456
-83.3%
0.00%
-62.5%
Q1 2023$3,851,758
-79.1%
56,752
-80.0%
0.01%
-80.5%
Q4 2022$18,421,417
+26.6%
284,325
+14.4%
0.04%
+7.9%
Q3 2022$14,549,000
+1131.9%
248,567
+1356.1%
0.04%
+1166.7%
Q2 2022$1,181,000
-8.3%
17,071
-0.6%
0.00%0.0%
Q1 2022$1,288,000
+26.2%
17,173
+39.1%
0.00%
+50.0%
Q4 2021$1,021,000
+7.6%
12,346
+10.5%
0.00%0.0%
Q3 2021$949,000
+55.3%
11,175
+72.7%
0.00%0.0%
Q2 2021$611,000
-39.0%
6,470
-40.1%
0.00%
-33.3%
Q1 2021$1,001,000
-0.1%
10,804
-3.4%
0.00%0.0%
Q4 2020$1,002,000
+16.9%
11,182
+0.6%
0.00%0.0%
Q3 2020$857,000
+127.9%
11,111
+104.4%
0.00%
+50.0%
Q2 2020$376,000
-41.2%
5,436
-49.2%
0.00%
-50.0%
Q1 2020$639,000
-27.5%
10,695
-10.8%
0.00%0.0%
Q4 2019$881,000
-23.7%
11,992
-31.1%
0.00%
-33.3%
Q3 2019$1,154,000
-75.8%
17,396
-74.6%
0.01%
-76.9%
Q2 2019$4,774,000
+15.0%
68,410
+16.5%
0.03%
+18.2%
Q1 2019$4,152,000
+28.4%
58,730
+15.4%
0.02%
+10.0%
Q4 2018$3,234,000
-18.1%
50,901
-9.0%
0.02%
+5.3%
Q3 2018$3,951,000
+1276.7%
55,952
+1297.8%
0.02%
+850.0%
Q2 2018$287,000
-66.9%
4,003
-64.8%
0.00%
-66.7%
Q4 2017$868,000
+233.8%
11,383
+216.5%
0.01%
+200.0%
Q3 2017$260,000
-32.6%
3,597
-37.1%
0.00%
-33.3%
Q2 2017$386,000
+7.2%
5,7170.0%0.00%0.0%
Q1 2017$360,000
+14.6%
5,7170.0%0.00%0.0%
Q4 2016$314,000
-13.0%
5,717
-4.2%
0.00%0.0%
Q3 2016$361,000
+10.7%
5,9670.0%0.00%0.0%
Q2 2016$326,0000.0%5,9670.0%0.00%0.0%
Q1 2016$326,000
-18.7%
5,967
-20.5%
0.00%
-25.0%
Q4 2015$401,000
+24.9%
7,507
+49.5%
0.00%0.0%
Q1 2015$321,000
+4.9%
5,0200.0%0.00%0.0%
Q4 2014$306,000
+7.0%
5,020
+7.5%
0.00%0.0%
Q3 2014$286,000
+12.6%
4,670
+7.3%
0.00%
-33.3%
Q3 2013$254,000
-22.8%
4,353
-27.6%
0.01%
-25.0%
Q2 2013$329,0006,0130.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Analyst IMS Investment Management Services Ltd. 771,612$52,4623.98%
Guild Investment Management, Inc. 36,880$2,503,0463.84%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 55,805$3,794,1823.73%
Accredited Investors Inc. 720,155$48,876,9123.71%
OVERSEA-CHINESE BANKING Corp Ltd 872,844$59,231,5312.95%
Horizon Investments, LLC 1,268,756$86,110,4702.55%
GFG Capital, LLC 8,417$11,277,9962.42%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 149,222$10,145,6042.32%
Moneda S.A. Administradora General de Fondos 30,016$2,037,1862.30%
Fullerton Fund Management Co Ltd. 377,100$25,593,7771.95%
View complete list of ISHARES TR shareholders