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

ISHARES TR's ticker is REET and the CUSIP is 46434V647. A total of 242 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.25 and the average weighting 0.5%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$262,550
-85.9%
11,561
-85.0%
0.00%
-80.0%
Q2 2022$1,858,000
+690.6%
76,836
+856.3%
0.01%
+400.0%
Q1 2022$235,000
-3.3%
8,035
+1.3%
0.00%0.0%
Q4 2021$243,000
+12.0%
7,9330.0%0.00%0.0%
Q3 2021$217,000
-89.8%
7,933
-92.2%
0.00%
-90.0%
Q2 2020$2,125,000
-83.6%
101,783
-85.0%
0.01%
-86.3%
Q1 2020$12,973,000
-48.8%
677,428
-26.1%
0.07%
-36.5%
Q4 2019$25,323,000
+39.0%
916,834
+41.3%
0.12%
+21.1%
Q3 2019$18,223,000
+187.8%
648,954
+173.3%
0.10%
+171.4%
Q2 2019$6,332,000
-4.1%
237,409
-4.0%
0.04%
+2.9%
Q1 2019$6,606,000
+36.4%
247,242
+19.6%
0.03%
+17.2%
Q4 2018$4,842,000
+4.0%
206,746
+12.0%
0.03%
+26.1%
Q3 2018$4,655,000
+82.6%
184,583
+85.8%
0.02%
+64.3%
Q2 2018$2,549,00099,3350.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
COOPER/HAIMS ADVISORS, LLC 380,750$8,730,5866.99%
VIEWPOINT INVESTMENT PARTNERS CORP 334,700$7,674,6716.11%
Wilshire Advisors LLC 455,421$10,442,8045.59%
RFP Financial Group LLC 163,042$3,738,5124.30%
Gunma Bank,Ltd. 420,000$9,6314.24%
Morton Brown Family Wealth, LLC 279,500$6,408,9313.82%
Lester Murray Antman dba SimplyRich 417,494$9,5733.60%
Klaas Financial Asset Advisors, LLC 616,171$14,128,7993.27%
Oakwell Private Wealth Management, LLC 289,951$6,648,5833.03%
Boston Standard Wealth Management, LLC 442,314$10,142,0002.91%
View complete list of ISHARES TR shareholders