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

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 79 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,212,838
-43.3%
219,756
-28.6%
0.01%
-69.0%
Q2 2023$5,663,109
-36.8%
307,778
-32.0%
0.03%
+52.6%
Q1 2023$8,956,344
-12.8%
452,798
-12.5%
0.02%
-17.4%
Q4 2022$10,274,797
-6.2%
517,622
-9.8%
0.02%
-20.7%
Q3 2022$10,952,000
+78.4%
573,695
+78.0%
0.03%
+81.2%
Q2 2022$6,139,000
-22.9%
322,235
-12.9%
0.02%
-5.9%
Q1 2022$7,964,000
+11.0%
370,083
+9.2%
0.02%
+13.3%
Q4 2021$7,178,000
+2.0%
339,055
+4.4%
0.02%
-11.8%
Q3 2021$7,034,000
+9.5%
324,888
+18.6%
0.02%0.0%
Q2 2021$6,426,000
-10.0%
273,930
-6.7%
0.02%
-26.1%
Q1 2021$7,137,000
+48.3%
293,707
+72.3%
0.02%
+43.8%
Q4 2020$4,813,000
+144.4%
170,445
+60.1%
0.02%
+100.0%
Q3 2020$1,969,000
+158.4%
106,473
+75.0%
0.01%
+166.7%
Q2 2020$762,000
-1.0%
60,845
-24.5%
0.00%
-25.0%
Q1 2020$770,000
-10.0%
80,590
+10.6%
0.00%0.0%
Q4 2019$856,000
+68.8%
72,845
+56.7%
0.00%
+33.3%
Q3 2019$507,000
+21.9%
46,485
+18.8%
0.00%
+50.0%
Q2 2019$416,000
+15.6%
39,130
+6.2%
0.00%0.0%
Q1 2019$360,000
+24.1%
36,854
+5.1%
0.00%0.0%
Q4 2018$290,000
+5.5%
35,054
+9.7%
0.00%
+100.0%
Q3 2018$275,000
-3.8%
31,955
-2.6%
0.00%
-50.0%
Q2 2018$286,000
-8.3%
32,805
+0.0%
0.00%0.0%
Q1 2018$312,000
+1.3%
32,791
-0.6%
0.00%0.0%
Q4 2017$308,000
+0.7%
32,986
-3.2%
0.00%0.0%
Q3 2017$306,000
+7.4%
34,067
+2.4%
0.00%0.0%
Q2 2017$285,000
-2.4%
33,272
-2.5%
0.00%0.0%
Q1 2017$292,000
+15.9%
34,120
+6.6%
0.00%0.0%
Q4 2016$252,000
-68.3%
32,000
-63.1%
0.00%
-71.4%
Q3 2016$794,000
+0.8%
86,682
-3.5%
0.01%
-12.5%
Q2 2016$788,000
-56.6%
89,792
-53.8%
0.01%
-52.9%
Q1 2016$1,817,000
-6.3%
194,506
-1.3%
0.02%
-15.0%
Q4 2015$1,940,000
+10.0%
197,166
+1.3%
0.02%
-9.1%
Q3 2015$1,764,000
-22.1%
194,712
-4.4%
0.02%
-15.4%
Q2 2015$2,265,000
+2.0%
203,713
+8.8%
0.03%
+4.0%
Q1 2015$2,220,000
-31.7%
187,163
-44.2%
0.02%
-35.9%
Q4 2014$3,248,000
-45.2%
335,513
-38.4%
0.04%
-48.7%
Q3 2014$5,924,000
-5.0%
545,013
+3.7%
0.08%
-27.6%
Q2 2014$6,233,000
+21.0%
525,525
+14.2%
0.10%
+11.7%
Q1 2014$5,153,000460,1050.09%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Arlington Financial Advisors, LLC 1,325,279$24,385,1418.90%
Total Wealth Planning, LLC 1,052,301$19,362,3374.03%
ELEMENT POINTE ADVISORS, LLC 797,982$14,682,8653.78%
TOBIAS FINANCIAL ADVISORS, INC. 638,501$11,748,4223.17%
Stelac Advisory Services LLC 284,769$5,246,8242.34%
BBJS FINANCIAL ADVISORS, LLC 304,522$5,603,2042.24%
BOURGEON CAPITAL MANAGEMENT LLC 488,311$8,984,9232.10%
PENOBSCOT WEALTH MANAGEMENT 149,873$2,7592.02%
First Affirmative Financial Network 100,097$1,841,7791.84%
LFA - Lugano Financial Advisors SA 146,810$2,701,3041.80%
View complete list of ISHARES TR shareholders