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

ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 277 filers reported holding ISHARES TR in Q2 2023. 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
Q1 2023$228,960
-41.0%
4,800
-43.3%
0.00%
-100.0%
Q4 2022$387,990
+74.8%
8,464
+59.4%
0.00%0.0%
Q3 2022$222,000
-16.9%
5,311
-7.0%
0.00%0.0%
Q2 2022$267,000
-3.6%
5,708
+5.0%
0.00%0.0%
Q1 2022$277,000
-44.0%
5,438
-53.7%
0.00%
-83.3%
Q4 2014$495,000
-0.6%
11,7400.0%0.01%0.0%
Q3 2014$498,000
-4.2%
11,7400.0%0.01%
-33.3%
Q2 2014$520,000
+10.9%
11,740
+4.2%
0.01%0.0%
Q1 2014$469,000
+6.8%
11,2630.0%0.01%0.0%
Q4 2013$439,000
+3.3%
11,2630.0%0.01%
-10.0%
Q3 2013$425,000
+7.3%
11,2630.0%0.01%0.0%
Q2 2013$396,00011,2630.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Column Capital Advisors, LLC 1,412,847$59,282,9538.33%
Heartland Bank & Trust Co 130,920$6,146,6944.80%
Forefront Analytics, LLC 151,016$7,090,0464.04%
Independent Order of Foresters 82,790$3,886,9912.67%
Waldron Private Wealth LLC 756,459$35,5151.77%
FORTE ASSET MANAGEMENT LLC 50,450$2,368,6131.54%
FSM Wealth Advisors, LLC 57,815$2,717,3221.36%
Beta Wealth Group, Inc. 43,797$2,056,2631.19%
Money Design Co.,Ltd. 416,580$19,5581.16%
Israel Discount Bank of New York 27,439$1,288,2611.02%
View complete list of ISHARES TR shareholders