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

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 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$1,134,945
-8.9%
19,474
-4.5%
0.00%
-50.0%
Q2 2023$1,245,687
+33.7%
20,381
+32.2%
0.01%
+200.0%
Q1 2023$931,903
+68.7%
15,411
+56.2%
0.00%
+100.0%
Q4 2022$552,355
-0.8%
9,867
-14.5%
0.00%0.0%
Q3 2022$557,000
+28.9%
11,538
+43.5%
0.00%0.0%
Q2 2022$432,000
-29.3%
8,040
-16.2%
0.00%0.0%
Q1 2022$611,000
-7.7%
9,595
-2.1%
0.00%0.0%
Q4 2021$662,000
-49.1%
9,800
-49.6%
0.00%
-66.7%
Q3 2021$1,300,000
-0.9%
19,4540.0%0.00%0.0%
Q2 2021$1,312,000
+107.3%
19,454
+98.5%
0.00%
+50.0%
Q1 2021$633,000
-14.2%
9,800
-18.1%
0.00%0.0%
Q4 2020$738,000
+43.3%
11,970
+25.3%
0.00%0.0%
Q3 2020$515,000
+5.5%
9,5500.0%0.00%0.0%
Q2 2020$488,000
-55.8%
9,550
-61.6%
0.00%
-66.7%
Q1 2020$1,103,000
-35.5%
24,900
-15.3%
0.01%
-25.0%
Q4 2019$1,710,000
+7.5%
29,400
+0.9%
0.01%0.0%
Q3 2019$1,591,000
-1.2%
29,125
-0.9%
0.01%
-11.1%
Q2 2019$1,610,000
-74.2%
29,375
-74.5%
0.01%
-72.7%
Q1 2019$6,241,000
+4.9%
115,251
-5.4%
0.03%
-8.3%
Q4 2018$5,952,000
+1281.0%
121,851
+1503.3%
0.04%
+1700.0%
Q3 2018$431,0007,6000.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders