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

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 131 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$479,000
+117.7%
14,648
+130.0%
0.00%
Q4 2021$220,000
-4.3%
6,3700.0%0.00%
-100.0%
Q3 2021$230,000
-2.5%
6,370
+0.3%
0.00%0.0%
Q2 2021$236,000
+7.3%
6,352
+21.7%
0.00%0.0%
Q3 2019$220,000
+6.8%
5,218
+1.1%
0.00%0.0%
Q4 2018$206,000
-12.7%
5,161
-4.5%
0.00%0.0%
Q3 2018$236,000
+0.4%
5,406
+0.2%
0.00%0.0%
Q2 2018$235,0005,3950.00%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 493,875$20,807,00013.88%
Flaharty Asset Management, LLC 276,781$11,661,0004.42%
Proficio Capital Partners LLC 133,025$5,604,0002.09%
SMH CAPITAL ADVISORS INC 17,123$721,0001.58%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 320,418$13,499,0001.32%
Cornerstone Wealth Group, LLC 116,684$4,916,0001.23%
Edge Wealth Management LLC 115,837$4,880,0001.12%
TCG Advisors, LP 31,215$1,315,0000.95%
IFP Advisors, Inc 314,932$13,248,0000.89%
Nan Shan Life Insurance Co., Ltd. 652,014$27,469,0000.76%
View complete list of ISHARES TR shareholders