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

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$294,000
-82.4%
10,156
-79.0%
0.00%
-75.0%
Q1 2022$1,670,000
-26.3%
48,471
-6.3%
0.00%
-20.0%
Q4 2021$2,267,000
-9.1%
51,755
+5.3%
0.01%
-16.7%
Q3 2021$2,493,000
-2.5%
49,1700.0%0.01%
-14.3%
Q2 2021$2,558,000
+21.5%
49,170
+6.7%
0.01%0.0%
Q1 2021$2,106,000
-6.8%
46,075
-6.3%
0.01%0.0%
Q4 2020$2,259,000
+44.1%
49,170
+22.2%
0.01%
+16.7%
Q3 2020$1,568,000
+2.6%
40,2500.0%0.01%
-14.3%
Q2 2020$1,528,000
+41.2%
40,2500.0%0.01%
+16.7%
Q1 2020$1,082,00040,2500.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders