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

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.13 and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$261,605
-27.4%
5,789
-27.6%
0.00%
-50.0%
Q2 2023$360,140
-25.1%
7,996
-31.6%
0.00%
+100.0%
Q1 2023$480,658
-2.8%
11,6920.0%0.00%0.0%
Q4 2022$494,689
+0.8%
11,692
+0.4%
0.00%0.0%
Q3 2022$491,000
+22.4%
11,643
+19.3%
0.00%0.0%
Q2 2022$401,000
-10.3%
9,763
+0.9%
0.00%0.0%
Q1 2022$447,000
+2.8%
9,673
+5.2%
0.00%0.0%
Q4 2021$435,000
-0.2%
9,193
+8.9%
0.00%0.0%
Q3 2021$436,000
+8.5%
8,443
-1.8%
0.00%0.0%
Q2 2021$402,000
+11.0%
8,601
-8.2%
0.00%
-50.0%
Q4 2019$362,000
+13.8%
9,369
+8.0%
0.00%0.0%
Q3 2019$318,000
-55.1%
8,676
-53.0%
0.00%
-50.0%
Q2 2019$709,000
-16.7%
18,467
-17.7%
0.00%0.0%
Q1 2019$851,000
-3.1%
22,447
-9.7%
0.00%
-20.0%
Q4 2018$878,000
+16.0%
24,847
+12.3%
0.01%
+25.0%
Q3 2018$757,000
+201.6%
22,132
+85.0%
0.00%
-33.3%
Q3 2013$251,000
+22.4%
11,961
+30.1%
0.01%
+20.0%
Q2 2013$205,0009,1960.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Somerset Capital Management LLP 256,249$13,219,0001.35%
State of Tennessee, Treasury Department 4,602,274$237,432,0000.93%
BAROMETER CAPITAL MANAGEMENT INC. 19,500$1,006,005,0000.19%
OLD MISSION CAPITAL LLC 79,523$4,103,0000.17%
Realta Investment Advisors 10,708$552,0000.13%
L & S Advisors Inc 10,880$561,0000.06%
Artisan Partners Limited Partnership 599,968$30,952,0000.04%
Clearstead Advisors, LLC 8,982$463,0000.04%
Phoenix Holdings Ltd. 32,309$1,667,0000.03%
Brookstone Capital Management 27,166$1,438,0000.03%
View complete list of ISHARES TR shareholders