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

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 197 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.26 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$1,765,275
-6.1%
7,173
-2.4%
0.01%
-50.0%
Q2 2023$1,880,130
-55.5%
7,350
-57.0%
0.01%
+11.1%
Q1 2023$4,226,797
-45.1%
17,098
-40.5%
0.01%
-47.1%
Q4 2022$7,696,355
+8.7%
28,751
+3.7%
0.02%
-10.5%
Q3 2022$7,082,000
-11.8%
27,722
-11.8%
0.02%
-9.5%
Q2 2022$8,025,000
-16.8%
31,418
-7.9%
0.02%0.0%
Q1 2022$9,647,000
-9.1%
34,101
-6.7%
0.02%
-8.7%
Q4 2021$10,607,000
+14.2%
36,539
+0.6%
0.02%0.0%
Q3 2021$9,288,000
-3.3%
36,311
+0.7%
0.02%
-8.0%
Q2 2021$9,605,000
+121.4%
36,048
+109.2%
0.02%
+78.6%
Q1 2021$4,339,000
+139.3%
17,235
+123.1%
0.01%
+133.3%
Q4 2020$1,813,000
+73.7%
7,725
+49.3%
0.01%
+50.0%
Q3 2020$1,044,000
+4.5%
5,1750.0%0.00%
-20.0%
Q2 2020$999,000
+16.4%
5,175
+0.6%
0.01%0.0%
Q1 2020$858,000
-24.9%
5,145
-9.6%
0.01%0.0%
Q4 2019$1,142,000
+47.4%
5,690
+18.7%
0.01%
+25.0%
Q3 2019$775,000
-9.7%
4,792
-4.3%
0.00%
-20.0%
Q2 2019$858,000
-20.3%
5,009
-21.8%
0.01%
-16.7%
Q1 2019$1,076,000
+7.3%
6,409
+5.6%
0.01%0.0%
Q4 2018$1,003,000
-18.7%
6,070
-1.6%
0.01%0.0%
Q3 2018$1,233,000
+23.3%
6,169
+8.3%
0.01%0.0%
Q2 2018$1,000,000
+20.8%
5,694
+8.6%
0.01%0.0%
Q1 2018$828,000
-5.6%
5,244
-6.3%
0.01%0.0%
Q4 2017$877,000
+14.8%
5,594
+8.1%
0.01%
+20.0%
Q3 2017$764,000
-5.7%
5,174
-5.1%
0.01%
-16.7%
Q2 2017$810,000
+20.7%
5,454
+9.0%
0.01%
+20.0%
Q1 2017$671,000
+205.0%
5,004
+185.3%
0.01%
+150.0%
Q4 2016$220,000
+7.8%
1,754
+22.7%
0.00%0.0%
Q2 2015$204,0001,4290.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders