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

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$661,767
+117.0%
14,965
+114.5%
0.00%0.0%
Q2 2023$304,909
-6.4%
6,977
-15.7%
0.00%
+100.0%
Q1 2023$325,901
-5.8%
8,280
-0.1%
0.00%0.0%
Q4 2022$345,983
+7.1%
8,289
+4.7%
0.00%0.0%
Q3 2022$323,000
+10.6%
7,916
+6.6%
0.00%0.0%
Q2 2022$292,000
+1.0%
7,429
+14.6%
0.00%0.0%
Q1 2022$289,000
+10.3%
6,481
+13.3%
0.00%0.0%
Q4 2021$262,000
-5.1%
5,719
+1.0%
0.00%0.0%
Q3 2021$276,000
-19.8%
5,660
-27.2%
0.00%0.0%
Q2 2021$344,000
-23.4%
7,772
-27.0%
0.00%0.0%
Q1 2021$449,000
+30.9%
10,645
+25.0%
0.00%0.0%
Q4 2020$343,000
+40.6%
8,518
+18.1%
0.00%0.0%
Q3 2020$244,000
+16.7%
7,2130.0%0.00%0.0%
Q2 2020$209,000
-29.2%
7,213
-13.9%
0.00%0.0%
Q4 2019$295,000
-66.8%
8,379
-68.4%
0.00%
-80.0%
Q3 2019$889,000
+184.9%
26,477
+199.2%
0.01%
+150.0%
Q2 2019$312,000
-85.4%
8,850
-85.4%
0.00%
-81.8%
Q1 2019$2,137,000
-9.0%
60,610
-14.0%
0.01%
-21.4%
Q4 2018$2,349,000
-78.9%
70,468
-79.5%
0.01%
-74.1%
Q3 2018$11,151,000
+1.5%
343,441
+4.1%
0.05%
-12.9%
Q2 2018$10,984,000
+20.3%
329,935
+23.3%
0.06%0.0%
Q1 2018$9,130,000
-2.1%
267,527
+3.5%
0.06%
+1.6%
Q4 2017$9,326,000
+42.8%
258,540
+30.1%
0.06%
+29.8%
Q3 2017$6,530,000
+38.0%
198,784
+34.9%
0.05%
+30.6%
Q2 2017$4,731,000
+1770.0%
147,385
+1460.6%
0.04%
+1700.0%
Q4 2016$253,000
-8.7%
9,444
+0.2%
0.00%
-33.3%
Q3 2016$277,000
-28.1%
9,423
-31.6%
0.00%
-25.0%
Q2 2016$385,000
-53.8%
13,769
-54.6%
0.00%
-55.6%
Q4 2015$833,000
+145.7%
30,300
+155.0%
0.01%
+125.0%
Q3 2015$339,000
-75.8%
11,882
-74.4%
0.00%
-75.0%
Q2 2015$1,401,000
+272.6%
46,333
+294.1%
0.02%
+300.0%
Q1 2015$376,00011,7570.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders