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

ISHARES TR's ticker is SUSA and the CUSIP is 464288802. A total of 171 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is - 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$17,570,271
-5.3%
195,290
-1.4%
0.05%
-47.9%
Q2 2023$18,544,585
-3.8%
198,041
-9.8%
0.10%
+134.1%
Q1 2023$19,271,045
+6.2%
219,563
-0.4%
0.04%0.0%
Q4 2022$18,143,328
+28.1%
220,400
+18.2%
0.04%
+10.8%
Q3 2022$14,158,000
-6.9%
186,509
-1.0%
0.04%
-5.1%
Q2 2022$15,205,000
-7.2%
188,439
+11.4%
0.04%
+11.4%
Q1 2022$16,384,000
-7.7%
169,184
+1.2%
0.04%
-7.9%
Q4 2021$17,756,000
+9.3%
167,118
-1.3%
0.04%
-5.0%
Q3 2021$16,243,000
+18.2%
169,282
+17.7%
0.04%
+11.1%
Q2 2021$13,747,000
+14.2%
143,885
+5.0%
0.04%
-7.7%
Q1 2021$12,036,000
+2.3%
137,051
-4.1%
0.04%
+2.6%
Q4 2020$11,762,000
+12.1%
142,850
+100.3%
0.04%
-7.3%
Q3 2020$10,489,000
+0.3%
71,308
-8.7%
0.04%
-14.6%
Q2 2020$10,453,000
+18.3%
78,142
-2.9%
0.05%
-4.0%
Q1 2020$8,836,000
-13.0%
80,496
+6.2%
0.05%
+8.7%
Q4 2019$10,155,000
+10.1%
75,769
+1.5%
0.05%
-4.2%
Q3 2019$9,226,000
+1.5%
74,635
+0.1%
0.05%
-4.0%
Q2 2019$9,086,000
+4.2%
74,558
+1.1%
0.05%
+11.1%
Q1 2019$8,722,000
+13.8%
73,755
-0.8%
0.04%
-4.3%
Q4 2018$7,666,000
+2.5%
74,328
+18.6%
0.05%
+27.0%
Q3 2018$7,480,000
+5.0%
62,666
-0.8%
0.04%
-7.5%
Q2 2018$7,124,000
+13.8%
63,149
+11.8%
0.04%
-4.8%
Q1 2018$6,262,000
+9.8%
56,489
+10.0%
0.04%
+10.5%
Q4 2017$5,702,000
+4.9%
51,340
-1.3%
0.04%
-2.6%
Q3 2017$5,434,000
+32.4%
52,000
+24.5%
0.04%
+21.9%
Q1 2017$4,104,000
+8.5%
41,767
+1.6%
0.03%
-3.0%
Q4 2016$3,784,000
+22.1%
41,122
+20.7%
0.03%
+13.8%
Q3 2016$3,099,000
+13.0%
34,070
+7.4%
0.03%
+7.4%
Q2 2016$2,743,000
+5.1%
31,721
+3.5%
0.03%
+8.0%
Q1 2016$2,609,000
-5.6%
30,651
-7.5%
0.02%
-10.7%
Q4 2015$2,764,000
+6.2%
33,144
+0.4%
0.03%
-15.2%
Q3 2015$2,602,000
-3.6%
33,025
+4.1%
0.03%
+6.5%
Q2 2015$2,699,000
+14.0%
31,715
+15.0%
0.03%
+14.8%
Q1 2015$2,368,000
+6.7%
27,575
+7.0%
0.03%0.0%
Q4 2014$2,219,000
+6.9%
25,765
+2.2%
0.03%0.0%
Q3 2014$2,075,000
-34.8%
25,210
-34.8%
0.03%
-50.0%
Q2 2014$3,182,000
+243.3%
38,667
+225.8%
0.05%
+217.6%
Q1 2014$927,000
+1.8%
11,8670.0%0.02%
-5.6%
Q4 2013$911,000
+9.1%
11,867
+0.6%
0.02%
-5.3%
Q3 2013$835,000
+17.4%
11,797
+12.3%
0.02%
+5.6%
Q2 2013$711,00010,5050.02%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Colorado Capital Management, Inc. 32,891$3,281,0002.36%
Highland Private Wealth Management 39,355$4,697,0001.56%
TOMPKINS FINANCIAL CORP 31,827$3,799,0000.78%
C-J Advisory, Inc. 9,333$1,114,0000.75%
Patriot Wealth Management, Inc. 46,641$5,567,0000.70%
FundX Investment Group, LLC 9,342$1,115,0000.62%
MISSION WEALTH MANAGEMENT, LP 36,725$4,383,0000.58%
GOULD ASSET MANAGEMENT LLC /CA/ 10,640$1,270,0000.51%
Shepherd Financial Partners LLC 16,252$1,834,0000.41%
Snowden Capital Advisors LLC 29,481$3,518,9380.40%
View complete list of ISHARES TR shareholders