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

ISHARES TR's ticker is AIA and the CUSIP is 464288430. A total of 44 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$206,000
-15.9%
2,634
-1.4%
0.00%0.0%
Q2 2021$245,000
-12.8%
2,671
-12.3%
0.00%0.0%
Q1 2021$281,000
+6.0%
3,0440.0%0.00%0.0%
Q4 2020$265,000
+21.0%
3,0440.0%0.00%0.0%
Q3 2020$219,000
+9.0%
3,0440.0%0.00%0.0%
Q4 2019$201,000
-2.0%
3,044
-12.8%
0.00%0.0%
Q3 2019$205,000
-4.2%
3,4890.0%0.00%0.0%
Q2 2019$214,000
+0.5%
3,4890.0%0.00%0.0%
Q1 2019$213,000
-13.8%
3,489
-22.0%
0.00%
-50.0%
Q4 2018$247,000
-21.3%
4,474
-11.0%
0.00%0.0%
Q3 2018$314,000
-13.7%
5,026
-40.1%
0.00%
-33.3%
Q1 2016$364,000
-0.8%
8,395
-3.2%
0.00%
-25.0%
Q4 2015$367,000
+1.7%
8,6770.0%0.00%
-20.0%
Q3 2015$361,000
-4.7%
8,677
+14.5%
0.01%
+25.0%
Q1 2015$379,0007,5810.00%
Other shareholders
ISHARES TR shareholders Q1 2015
NameSharesValueWeighting ↓
D'Orazio & Associates, Inc. 1,190,588$109,748,00030.67%
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV 136,556$12,579,00011.32%
Freestate Advisors LLC 73,738$6,797,0007.93%
WNY Asset Management, LLC 134,175$12,338,0004.93%
Lee Financial Group Hawaii, Inc. 52,789$4,866,0003.99%
FURE FINANCIAL CORP 40,304$3,715,0002.91%
Titus Wealth Management 49,078$4,524,0002.64%
Almanack Investment Partners, LLC. 275,560$25,401,0002.58%
Empowered Funds, LLC 140,020$12,206,0002.34%
B, B, H, & B INC. 21,832$2,007,0002.09%
View complete list of ISHARES TR shareholders