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

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 81 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$262,703
+24.3%
2,989
+21.1%
0.00%
Q1 2023$211,310
-43.1%
2,468
-39.2%
0.00%
-100.0%
Q4 2022$371,267
+70.3%
4,062
+47.5%
0.00%0.0%
Q3 2022$218,0002,7530.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Beacon Harbor Wealth Advisors, Inc. 105,897$9,660,0003.15%
Empowered Funds, LLC 140,591$12,825,0001.40%
MARTIN & CO INC /TN/ 39,976$3,647,0000.93%
Capital Advisory Group Advisory Services, LLC 9,092$829,0000.38%
SOUTHERN CAPITAL ADVISORS, LLC 5,766$526,0000.36%
Retirement Planning Co of New England, Inc. 5,158$470,0000.27%
Hills Bank & Trust Co 18,328$1,672,0000.24%
Smith Anglin Financial, LLC 9,946$907,0000.21%
SP Asset Management 20,223$1,845,0000.20%
Wealth Management Solutions, LLC 2,786$254,0000.13%
View complete list of ISHARES TR shareholders