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

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 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$16,872,181
-8.2%
664,259
-4.9%
0.05%
-49.5%
Q2 2023$18,383,360
+20.1%
698,191
+25.4%
0.10%
+196.9%
Q1 2023$15,303,271
+9.8%
556,685
+8.5%
0.03%
+3.2%
Q4 2022$13,931,586
+12.6%
512,945
-6.6%
0.03%
-3.1%
Q3 2022$12,371,000
-61.6%
549,105
-53.8%
0.03%
-61.0%
Q2 2022$32,253,000
+12.0%
1,187,510
+30.9%
0.08%
+32.3%
Q1 2022$28,808,000
+62.9%
907,055
+60.0%
0.06%
+63.2%
Q4 2021$17,681,000
+7.4%
567,077
+4.7%
0.04%
-5.0%
Q3 2021$16,469,000
+9.0%
541,389
+16.1%
0.04%
+2.6%
Q2 2021$15,108,000
+48.1%
466,304
+43.9%
0.04%
+18.2%
Q1 2021$10,200,000
+46.7%
324,021
+37.3%
0.03%
+43.5%
Q4 2020$6,955,000
+15.7%
236,009
-2.1%
0.02%0.0%
Q3 2020$6,012,000
+9.4%
241,143
+10.2%
0.02%
-8.0%
Q2 2020$5,495,000
+5.3%
218,768
-5.3%
0.02%
-16.7%
Q1 2020$5,220,000
-57.1%
230,991
-36.3%
0.03%
-45.5%
Q4 2019$12,179,000
+11.7%
362,797
+2.3%
0.06%
-3.5%
Q3 2019$10,907,000
-15.1%
354,798
-15.2%
0.06%
-18.6%
Q2 2019$12,847,000
-0.2%
418,210
+0.2%
0.07%
+4.5%
Q1 2019$12,874,000
-0.9%
417,188
-7.8%
0.07%
-15.2%
Q4 2018$12,985,000
-22.9%
452,285
-12.4%
0.08%
-3.7%
Q3 2018$16,847,000
+7772.4%
516,292
+7776.3%
0.08%
+4000.0%
Q2 2017$214,000
+3.9%
6,5550.0%0.00%0.0%
Q1 2017$206,000
-50.0%
6,555
-52.3%
0.00%
-50.0%
Q3 2016$412,000
+4.8%
13,7300.0%0.00%0.0%
Q2 2016$393,000
+4.8%
13,730
+5.2%
0.00%0.0%
Q4 2015$375,000
+82.9%
13,047
+78.6%
0.00%
+33.3%
Q3 2015$205,000
-16.7%
7,3050.0%0.00%0.0%
Q1 2015$246,0000.0%7,3050.0%0.00%0.0%
Q4 2014$246,000
-3.1%
7,305
+2.8%
0.00%0.0%
Q3 2014$254,000
-85.1%
7,105
-84.8%
0.00%
-92.3%
Q3 2013$1,700,000
+4.6%
46,870
-8.3%
0.04%
-2.5%
Q2 2013$1,626,00051,0900.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders