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

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 68 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,295,753
+49.1%
10,994
+31.9%
0.00%
+50.0%
Q3 2022$869,000
+17.0%
8,336
+23.4%
0.00%0.0%
Q2 2022$743,0006,7540.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 288,677$27,069,0006.61%
VIVID FINANCIAL MANAGEMENT, INC. 49,641$4,655,0002.86%
CLIENT 1ST ADVISORY GROUP, LLC 36,439$3,764,0002.64%
Cooper Financial Group 78,396$7,351,0002.12%
MA Private Wealth 60,011$5,627,0001.33%
Horst & Graben Wealth Management LLC 33,345$3,127,0001.21%
Strategic Blueprint, LLC 39,700$3,723,0001.15%
Anfield Capital Management, LLC 16,156$1,515,0000.87%
Austin Private Wealth, LLC 24,515$2,299,0000.86%
Smart Money Group LLC 20,113$1,886,0000.81%
View complete list of ISHARES TR shareholders