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

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 93 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.26 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$266,356
-1.2%
1,5050.0%0.00%0.0%
Q2 2023$269,561
-10.0%
1,505
-11.9%
0.00%0.0%
Q1 2023$299,548
-9.2%
1,709
-3.6%
0.00%0.0%
Q4 2022$330,008
+8.9%
1,773
-0.6%
0.00%0.0%
Q3 2022$303,000
-11.4%
1,7840.0%0.00%0.0%
Q2 2022$342,000
-1.2%
1,784
+0.1%
0.00%0.0%
Q1 2022$346,000
-59.8%
1,783
-58.6%
0.00%
-50.0%
Q4 2021$861,000
+93.0%
4,311
+76.9%
0.00%
+100.0%
Q3 2021$446,000
-1.5%
2,437
+0.0%
0.00%0.0%
Q2 2021$453,000
+23.4%
2,436
+17.9%
0.00%0.0%
Q1 2021$367,000
-26.0%
2,066
-25.3%
0.00%
-50.0%
Q4 2020$496,000
+29.8%
2,765
+18.4%
0.00%
+100.0%
Q3 2020$382,000
-18.7%
2,336
-23.4%
0.00%
-50.0%
Q2 2020$470,000
+16.3%
3,051
+1.7%
0.00%0.0%
Q1 2020$404,000
-15.8%
3,000
+0.1%
0.00%0.0%
Q4 2019$480,000
+11.6%
2,996
-2.6%
0.00%0.0%
Q3 2019$430,000
-8.3%
3,077
-1.1%
0.00%
-33.3%
Q2 2019$469,000
-3.3%
3,112
-1.1%
0.00%0.0%
Q1 2019$485,000
-0.6%
3,147
-9.3%
0.00%0.0%
Q4 2018$488,000
-15.1%
3,469
+1.3%
0.00%0.0%
Q3 2018$575,000
+11.0%
3,424
+0.0%
0.00%0.0%
Q2 2018$518,000
+5.7%
3,423
+3.0%
0.00%0.0%
Q1 2018$490,000
-4.5%
3,3230.0%0.00%0.0%
Q4 2017$513,000
-0.2%
3,323
+1.1%
0.00%
-25.0%
Q3 2017$514,000
+67.4%
3,286
+65.9%
0.00%
+100.0%
Q2 2017$307,000
+2.7%
1,9810.0%0.00%0.0%
Q1 2017$299,000
-27.3%
1,981
-27.9%
0.00%
-50.0%
Q3 2016$411,000
+8.2%
2,747
+4.5%
0.00%0.0%
Q2 2016$380,000
+4.1%
2,628
-1.3%
0.00%
+33.3%
Q1 2016$365,000
-19.1%
2,662
-4.5%
0.00%
-40.0%
Q4 2015$451,000
+11.4%
2,787
+1.8%
0.01%0.0%
Q3 2015$405,000
+18.1%
2,738
+39.5%
0.01%
+25.0%
Q2 2015$343,000
+19.9%
1,963
+18.0%
0.00%
+33.3%
Q1 2015$286,000
+1.8%
1,663
-10.3%
0.00%0.0%
Q4 2014$281,000
+3.7%
1,854
-3.9%
0.00%0.0%
Q3 2014$271,000
+18.9%
1,929
+14.1%
0.00%
-25.0%
Q2 2014$228,0001,6900.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders