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

ISHARES TR's ticker is USRT and the CUSIP is 464288521. A total of 315 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.80 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 Q3 2023
NameSharesValueWeighting ↓
FIDUCIENT ADVISORS LLC 669,856$36,567,00019.95%
Compass Ion Advisors, LLC 329,916$18,010,0009.29%
CornerStone Partners LLC 195,636$10,680,0008.48%
Horan Securities, Inc. 133,224$7,273,0008.07%
Blueprint Investment Partners LLC 130,505$7,124,0005.66%
JOYN Advisors, Inc. 475,348$25,949,0005.56%
ERn Financial, LLC 150,556$8,219,0004.78%
Peterson Wealth Advisors, LLC 142,354$7,771,0004.44%
S. R. Schill & Associates 142,889$7,800,0004.23%
Ellenbecker Investment Group 128,892$7,036,0003.65%
View complete list of ISHARES TR shareholders