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

ISHARES TR's ticker is IFGL and the CUSIP is 464288489. A total of 56 filers reported holding ISHARES TR in Q3 2023. 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 2023$449,058
-52.2%
23,672
-50.0%
0.00%
-80.0%
Q2 2023$939,082
-54.7%
47,297
-52.7%
0.01%
+25.0%
Q1 2023$2,071,673
-0.4%
99,936
+1.2%
0.00%
-20.0%
Q4 2022$2,080,623
+5.5%
98,795
-4.6%
0.01%0.0%
Q3 2022$1,972,000
-21.9%
103,596
-8.0%
0.01%
-16.7%
Q2 2022$2,526,000
-18.1%
112,562
-0.8%
0.01%
-14.3%
Q1 2022$3,086,000
-3.4%
113,500
+1.2%
0.01%0.0%
Q4 2021$3,196,000
+11.7%
112,150
+9.7%
0.01%0.0%
Q3 2021$2,862,000
+0.6%
102,199
+5.3%
0.01%0.0%
Q2 2021$2,845,000
+16.0%
97,100
+9.2%
0.01%
-12.5%
Q1 2021$2,452,000
-0.8%
88,908
-2.3%
0.01%0.0%
Q4 2020$2,473,000
+12.7%
91,025
-0.7%
0.01%
-11.1%
Q3 2020$2,195,000
+3.4%
91,667
+0.1%
0.01%
-10.0%
Q2 2020$2,122,000
+57.1%
91,573
+46.6%
0.01%
+25.0%
Q1 2020$1,351,000
+8.4%
62,467
+51.4%
0.01%
+33.3%
Q4 2019$1,246,000
+26.1%
41,268
+23.9%
0.01%
+20.0%
Q3 2019$988,000
+27.6%
33,298
+28.2%
0.01%
+25.0%
Q2 2019$774,000
-5.6%
25,970
-3.7%
0.00%0.0%
Q1 2019$820,00026,9710.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chandler Asset Management, Inc. 254,691$6,925,048,0001.71%
Old Port Advisors 115,528$3,186,0001.08%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 600,077$16,316,0001.08%
Upper Left Wealth Management, LLC 27,479$758,0000.78%
Family Firm, Inc. 84,704$2,303,0000.60%
AGILIS PARTNERS LLC 40,333$1,097,0000.55%
COURIER CAPITAL LLC 117,813$3,203,0000.32%
TBH Global Asset Management, LLC 22,956$624,0000.13%
MARYLAND CAPITAL ADVISORS INC. 4,975$135,0000.12%
CAPITAL INSIGHT PARTNERS, LLC 16,868$459,0000.09%
View complete list of ISHARES TR shareholders