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

ISHARES TR's ticker is ITA and the CUSIP is 464288760. A total of 523 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

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 Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 70,956$7,519,1895.92%
PARAGON FINANCIAL PARTNERS, INC. 30,330$3,214,0283.34%
HERBST GROUP, LLC 42,795$4,534,9973.24%
MinichMacGregor Wealth Management, LLC 86,757$9,193,6833.04%
Gruss & Co., LLC 3,000$317,9102.69%
FOCUS Wealth Advisors, LLC 34,646$3,671,4372.55%
Bluesphere Advisors, LLC 32,313$3,424,2452.46%
WealthCare Investment Partners, LLC 35,971$3,769,0172.29%
MRA Advisory Group 26,736$2,833,1692.02%
5th Street Advisors, LLC 27,426$2,906,3341.92%
View complete list of ISHARES TR shareholders