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

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES INC
ValueSharesWeighting
Q3 2023$247,680
-3.6%
10,477
+0.0%
0.00%0.0%
Q2 2023$257,011
+2.1%
10,4730.0%0.00%0.0%
Q1 2023$251,771
+4.8%
10,4730.0%0.00%0.0%
Q4 2022$240,251
+0.5%
10,473
+0.3%
0.00%0.0%
Q3 2022$239,00010,4450.00%
Other shareholders
ISHARES INC shareholders Q4 2023
NameSharesValueWeighting ↓
Wharton Business Group, LLC 2,890,885$60,709,0006.00%
Water Oak Advisors LLC 229,680$4,823,0005.33%
COLDSTREAM CAPITAL MANAGEMENT INC 759,066$15,940,0004.26%
AVIANCE CAPITAL MANAGEMENT, LLC 1,105,431$23,214,0000.81%
Janney Capital Management LLC 793,890$16,672,0000.76%
Accuvest Global Advisors 24,535$515,0000.24%
First Allied Advisory Services, Inc. 46,885$982,0000.05%
Focused Wealth Management, Inc 3,784$79,0000.05%
JANE STREET GROUP, LLC 248,495$5,218,0000.03%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 55,287$1,161,0000.01%
View complete list of ISHARES INC shareholders