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

ISHARES TR's ticker is IXUS and the CUSIP is 46432F834. A total of 547 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.57 and the average weighting 1.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,708,964
-8.8%
28,487
-4.8%
0.01%
-50.0%
Q2 2023$1,874,685
-30.0%
29,937
-30.7%
0.01%
+66.7%
Q1 2023$2,677,975
-96.1%
43,228
-96.4%
0.01%
-96.1%
Q4 2022$68,979,995
+1993.5%
1,191,776
+1741.9%
0.15%
+1611.1%
Q3 2022$3,295,000
+12.8%
64,702
+26.3%
0.01%
+28.6%
Q2 2022$2,922,000
+0.5%
51,228
+17.3%
0.01%
+16.7%
Q1 2022$2,908,000
-6.1%
43,673
-0.0%
0.01%
-14.3%
Q4 2021$3,098,000
-0.4%
43,676
-0.4%
0.01%
-12.5%
Q3 2021$3,112,000
+8.4%
43,832
+11.9%
0.01%
+14.3%
Q2 2021$2,871,000
+185.4%
39,167
+173.5%
0.01%
+133.3%
Q1 2021$1,006,000
-31.2%
14,321
-34.2%
0.00%
-40.0%
Q4 2020$1,462,000
+120.2%
21,764
+91.2%
0.01%
+66.7%
Q3 2020$664,000
+10.5%
11,381
+3.3%
0.00%0.0%
Q2 2020$601,000
+51.8%
11,016
+30.8%
0.00%
+50.0%
Q1 2020$396,000
+18.9%
8,421
+56.5%
0.00%0.0%
Q4 2019$333,000
+8.5%
5,380
+1.3%
0.00%0.0%
Q3 2019$307,000
-77.2%
5,312
-76.2%
0.00%
-71.4%
Q3 2018$1,346,000
-9.8%
22,314
-10.1%
0.01%
-12.5%
Q2 2018$1,493,000
-3.1%
24,824
+1.6%
0.01%
-20.0%
Q1 2018$1,541,000
-25.1%
24,440
-25.0%
0.01%
-28.6%
Q4 2017$2,057,000
+2.4%
32,602
-1.0%
0.01%0.0%
Q3 2017$2,009,000
+5.0%
32,940
-1.3%
0.01%
-6.7%
Q2 2017$1,914,000
+44.6%
33,365
+37.9%
0.02%
+50.0%
Q1 2017$1,324,000
+8.4%
24,1900.0%0.01%
-9.1%
Q4 2016$1,221,000
+223.0%
24,190
+254.4%
0.01%
+175.0%
Q1 2015$378,0006,8260.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 10,112,766$587,248,00035.23%
Disciplina Capital Management LLC 927,721$53,872,75834.73%
AGILIS PARTNERS LLC 373,238$21,674,00018.45%
Financial Advisors, LLC 380,710$22,108,00015.10%
Sequoia Financial Advisors, LLC 2,755,366$160,004,00013.14%
American Financial Network Advisory Services LLC 304,633$17,568,00012.99%
KEMPER Corp 1,311,432$76,155,00011.51%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 2,048,617$118,963,00011.13%
CAHABA WEALTH MANAGEMENT, INC. 641,177$37,233,00010.06%
BIEGEL & WALLER LLC 289,945$16,837,0008.66%
View complete list of ISHARES TR shareholders