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

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 342 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.16 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$1,572,108
-27.0%
14,835
-19.7%
0.00%
-63.6%
Q2 2023$2,154,079
-60.7%
18,463
-61.3%
0.01%
-8.3%
Q1 2023$5,487,129
+3.6%
47,681
+0.7%
0.01%0.0%
Q4 2022$5,295,564
+5.6%
47,341
-14.0%
0.01%
-7.7%
Q3 2022$5,017,000
-3.0%
55,022
+5.5%
0.01%0.0%
Q2 2022$5,172,000
+6.3%
52,158
+18.8%
0.01%
+18.2%
Q1 2022$4,866,000
+18.5%
43,917
+9.9%
0.01%
+22.2%
Q4 2021$4,108,000
-30.5%
39,969
-29.5%
0.01%
-35.7%
Q3 2021$5,914,000
+3.3%
56,733
+8.6%
0.01%
-6.7%
Q2 2021$5,724,000
+31.5%
52,261
+25.0%
0.02%
+7.1%
Q1 2021$4,353,000
+7.8%
41,815
-1.9%
0.01%
+7.7%
Q4 2020$4,039,000
+930.4%
42,641
+1622.2%
0.01%
+550.0%
Q3 2020$392,000
-19.7%
2,476
-16.4%
0.00%0.0%
Q2 2020$488,000
+6.8%
2,962
-6.8%
0.00%
-33.3%
Q1 2020$457,000
-47.2%
3,178
-18.4%
0.00%
-25.0%
Q4 2019$865,000
-11.6%
3,894
-10.7%
0.00%
-20.0%
Q3 2019$979,000
+11.5%
4,359
+6.3%
0.01%0.0%
Q2 2019$878,000
-24.9%
4,099
-30.0%
0.01%
-16.7%
Q1 2019$1,169,000
+10.8%
5,858
-4.0%
0.01%0.0%
Q4 2018$1,055,000
-19.2%
6,100
+1.2%
0.01%0.0%
Q3 2018$1,305,000
+546.0%
6,028
+474.1%
0.01%
+500.0%
Q2 2018$202,0001,0500.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Turim 21 Investimentos Ltda. 114,246$11,330,0009.82%
Migdal Insurance & Financial Holdings Ltd. 1,359,543$134,826,0003.00%
HERBST GROUP, LLC 36,696$3,679,0002.91%
MRA Advisory Group 28,857$2,862,0002.50%
PARAGON FINANCIAL PARTNERS, INC. 23,780$2,358,0002.42%
Bluesphere Advisors, LLC 14,100$1,398,0001.36%
Richard Bernstein Advisors LLC 605,236$60,022,0001.30%
ASB Consultores, LLC 29,175$2,8931.26%
INTERACTIVE FINANCIAL ADVISORS, INC. 24,779$2,461,0001.24%
BCK CAPITAL MANAGEMENT LP 15,771$1,564,0001.21%
View complete list of ISHARES TR shareholders