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

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 313 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.55 and the average weighting 0.4%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$416,200
-12.0%
8,822
-4.1%
0.00%
-50.0%
Q2 2023$472,756
-64.7%
9,196
-65.4%
0.00%
-33.3%
Q1 2023$1,340,438
+18.2%
26,596
+16.0%
0.00%0.0%
Q4 2022$1,133,79022,9280.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 791,736$46,190,00014.32%
Blueprint Investment Partners LLC 224,072$13,072,00010.45%
Ellenbecker Investment Group 511,773$29,857,0009.80%
McCutchen Group LLC 743,662$43,385,0007.95%
S. R. Schill & Associates 271,613$15,846,0006.27%
Fi3 FINANCIAL ADVISORS, LLC 131,631$8,026,0005.50%
MBE Wealth Management, LLC 167,826$9,791,0005.07%
Peterson Wealth Advisors, LLC 211,719$12,352,0004.38%
Biltmore Wealth Management, LLC 168,991$9,859,0004.02%
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC 305,353$17,814,0003.64%
View complete list of ISHARES TR shareholders