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

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 93 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 5.90 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$213,000
-39.1%
6,317
-58.8%
0.00%
-50.0%
Q1 2020$350,000
-85.7%
15,317
-65.2%
0.00%
-81.8%
Q4 2019$2,443,000
+82.9%
43,992
+67.9%
0.01%
+57.1%
Q3 2019$1,336,000
-7.0%
26,202
+2.3%
0.01%
-12.5%
Q2 2019$1,437,000
-21.6%
25,625
-18.7%
0.01%
-20.0%
Q1 2019$1,833,000
+23.0%
31,512
+9.2%
0.01%
+11.1%
Q4 2018$1,490,000
-78.4%
28,850
-68.3%
0.01%
-73.5%
Q3 2018$6,904,000
+39.9%
90,926
+36.9%
0.03%
+21.4%
Q2 2018$4,936,000
+10.7%
66,429
-5.3%
0.03%
-6.7%
Q1 2018$4,459,000
-4.1%
70,156
-2.0%
0.03%
-3.2%
Q4 2017$4,649,000
-6.7%
71,567
-15.6%
0.03%
-13.9%
Q3 2017$4,982,000
+7.2%
84,801
-0.2%
0.04%
+2.9%
Q2 2017$4,648,000
+4.4%
84,981
+16.7%
0.04%
+2.9%
Q1 2017$4,453,000
+339.6%
72,849
+370.4%
0.03%
+277.8%
Q4 2016$1,013,000
+6.3%
15,4860.0%0.01%0.0%
Q3 2016$953,000
-6.6%
15,486
-13.9%
0.01%
-10.0%
Q2 2016$1,020,00017,9900.01%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders