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

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 135 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$255,936
-71.8%
2,400
-74.2%
0.00%
-50.0%
Q1 2023$906,443
+8.2%
9,3150.0%0.00%0.0%
Q4 2022$838,071
+6.0%
9,3150.0%0.00%0.0%
Q3 2022$791,000
-5.5%
9,3150.0%0.00%0.0%
Q2 2022$837,000
-16.9%
9,3150.0%0.00%0.0%
Q1 2022$1,007,000
-5.2%
9,3150.0%0.00%0.0%
Q4 2021$1,062,000
+9.5%
9,315
-1.1%
0.00%0.0%
Q3 2021$970,000
+1.3%
9,417
+1.1%
0.00%0.0%
Q2 2021$958,000
+8.6%
9,3150.0%0.00%
-33.3%
Q1 2021$882,000
+4.9%
9,3150.0%0.00%0.0%
Q4 2020$841,000
+11.2%
9,3150.0%0.00%0.0%
Q3 2020$756,000
+9.6%
9,3150.0%0.00%0.0%
Q2 2020$690,000
+20.4%
9,3150.0%0.00%0.0%
Q1 2020$573,000
-18.6%
9,315
-0.5%
0.00%0.0%
Q4 2019$704,000
+9.7%
9,365
+0.5%
0.00%0.0%
Q3 2019$642,000
+1.3%
9,3150.0%0.00%0.0%
Q2 2019$634,000
+3.8%
9,3150.0%0.00%0.0%
Q1 2019$611,000
+12.3%
9,3150.0%0.00%0.0%
Q4 2018$544,000
-21.8%
9,315
-9.6%
0.00%0.0%
Q3 2018$696,000
+7.1%
10,3050.0%0.00%
-25.0%
Q2 2018$650,000
+3.8%
10,3050.0%0.00%0.0%
Q1 2018$626,000
+28.8%
10,305
+30.4%
0.00%
+33.3%
Q4 2017$486,000
+6.6%
7,9050.0%0.00%0.0%
Q3 2017$456,000
+3.6%
7,9050.0%0.00%0.0%
Q2 2017$440,000
+3.3%
7,9050.0%0.00%0.0%
Q1 2017$426,000
+5.7%
7,9050.0%0.00%
-25.0%
Q4 2016$403,000
+18.2%
7,905
+14.3%
0.00%
+33.3%
Q3 2016$341,000
+3.3%
6,9150.0%0.00%0.0%
Q2 2016$330,000
+1.9%
6,9150.0%0.00%0.0%
Q1 2016$324,000
-0.3%
6,9150.0%0.00%0.0%
Q4 2015$325,000
+7.6%
6,9150.0%0.00%
-25.0%
Q3 2015$302,000
-7.4%
6,9150.0%0.00%0.0%
Q2 2015$326,000
+0.9%
6,9150.0%0.00%0.0%
Q1 2015$323,000
-0.9%
6,9150.0%0.00%0.0%
Q4 2014$326,000
+4.8%
6,9150.0%0.00%0.0%
Q3 2014$311,000
+0.6%
6,9150.0%0.00%
-20.0%
Q2 2014$309,000
-5.2%
6,915
-10.0%
0.01%
-16.7%
Q1 2014$326,000
-88.1%
7,680
-88.2%
0.01%
-89.1%
Q4 2013$2,739,000
+4.5%
65,215
-5.3%
0.06%
-6.8%
Q3 2013$2,621,000
-4.8%
68,845
-8.6%
0.06%
-13.2%
Q2 2013$2,753,00075,3150.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
TOMPKINS FINANCIAL CORP 646,950$74,457,4759.02%
Anchor Investment Management, LLC 3,519$405,0020.05%
MASSMUTUAL TRUST CO FSB/ADV 767$88,2740.00%
View complete list of ISHARES TR shareholders