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

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 105 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$642,880
-20.1%
19,133
-19.5%
0.00%
-50.0%
Q2 2023$804,756
-15.8%
23,774
-11.0%
0.00%
+100.0%
Q1 2023$956,058
+20.0%
26,713
+59.7%
0.00%0.0%
Q4 2022$796,779
-33.8%
16,725
-33.6%
0.00%
-33.3%
Q3 2022$1,203,000
+12.9%
25,185
+16.5%
0.00%0.0%
Q2 2022$1,066,000
-18.5%
21,621
-2.6%
0.00%0.0%
Q1 2022$1,308,000
-0.1%
22,197
+4.7%
0.00%0.0%
Q4 2021$1,309,000
+8.8%
21,191
+6.7%
0.00%0.0%
Q3 2021$1,203,000
-8.2%
19,862
-12.8%
0.00%0.0%
Q2 2021$1,310,000
-15.5%
22,770
-16.8%
0.00%
-40.0%
Q1 2021$1,551,000
+129.1%
27,367
+83.2%
0.01%
+150.0%
Q4 2020$677,000
+71.4%
14,937
+23.8%
0.00%0.0%
Q3 2020$395,000
+8.5%
12,070
+12.0%
0.00%0.0%
Q2 2020$364,000
+17.0%
10,7720.0%0.00%0.0%
Q1 2020$311,000
-47.3%
10,772
-6.9%
0.00%
-33.3%
Q4 2019$590,000
+14.3%
11,572
+4.4%
0.00%0.0%
Q3 2019$516,000
+1.0%
11,082
-0.5%
0.00%0.0%
Q2 2019$511,000
+3.4%
11,142
-2.0%
0.00%0.0%
Q1 2019$494,000
+9.1%
11,3670.0%0.00%0.0%
Q4 2018$453,000
-19.4%
11,367
-0.9%
0.00%0.0%
Q3 2018$562,000
-4.7%
11,467
-4.5%
0.00%0.0%
Q2 2018$590,000
-0.3%
12,008
+2.2%
0.00%
-25.0%
Q1 2018$592,000
+2.2%
11,7510.0%0.00%0.0%
Q4 2017$579,000
+1.8%
11,751
-2.5%
0.00%0.0%
Q3 2017$569,000
+3.6%
12,0510.0%0.00%0.0%
Q2 2017$549,000
+1.7%
12,0510.0%0.00%0.0%
Q1 2017$540,000
+1.3%
12,051
+2.6%
0.00%
-20.0%
Q4 2016$533,000
+33.9%
11,751
+3.8%
0.01%
+25.0%
Q3 2016$398,000
+13.7%
11,316
+5.0%
0.00%
+33.3%
Q2 2016$350,000
+2.3%
10,7750.0%0.00%0.0%
Q1 2016$342,000
-28.5%
10,775
-21.2%
0.00%
-40.0%
Q4 2015$478,000
+27.8%
13,675
+23.2%
0.01%0.0%
Q3 2015$374,000
-7.9%
11,1000.0%0.01%0.0%
Q2 2015$406,000
+3.0%
11,100
-1.8%
0.01%
+25.0%
Q1 2015$394,000
+16.2%
11,300
+16.5%
0.00%0.0%
Q4 2014$339,000
-0.3%
9,700
-5.4%
0.00%0.0%
Q3 2014$340,000
+20.6%
10,250
+25.8%
0.00%
-20.0%
Q2 2014$282,000
-11.9%
8,150
-10.9%
0.01%
-16.7%
Q1 2014$320,000
+8.1%
9,150
+2.2%
0.01%0.0%
Q4 2013$296,000
+15.6%
8,950
+4.1%
0.01%0.0%
Q3 2013$256,000
+4.9%
8,600
+3.0%
0.01%0.0%
Q2 2013$244,0008,3500.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders