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

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 318 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.70 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 Q2 2023
NameSharesValueWeighting ↓
HALBERT HARGROVE GLOBAL ADVISORS, LLC 35,061$1,530,0000.46%
1834 INVESTMENT ADVISORS CO 14,872$649,0000.18%
Regal Investment Advisors LLC 8,526$372,0000.13%
AlphaMark Advisors, LLC 4,925$215,0000.13%
Kessler Investment Group, LLC 1,145$50,0000.09%
Ground Swell Capital, LLC 976$43,0000.08%
ATHERTON LANE ADVISERS, LLC 33,232$1,450,0000.08%
SG Americas Securities, LLC 83,627$3,649,0000.02%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 480$21,0000.01%
LPL Financial LLC 29,242$1,276,0000.01%
View complete list of ISHARES TR shareholders