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

ISHARES TR's ticker is SUSL and the CUSIP is 46435U218. A total of 1 filers reported holding ISHARES TR in Q4 2023. 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
Q3 2023$545,290
-20.3%
7,231
-18.2%
0.00%
-50.0%
Q2 2023$684,470
+11.3%
8,841
+2.4%
0.00%
+300.0%
Q1 2023$614,974
-23.4%
8,630
-28.7%
0.00%
-50.0%
Q4 2022$802,683
+7.3%
12,1050.0%0.00%0.0%
Q3 2022$748,000
-20.3%
12,105
-14.5%
0.00%0.0%
Q2 2022$939,00014,1500.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Ilmarinen Mutual Pension Insurance Co 26,717,889$1,650,097,00026.98%
Bank of Italy 6,282,081$387,981,00017.06%
SWISS RE LTD 409,155$25,269,0007.38%
W ADVISORS, LLC 75,779$4,680,0004.36%
RPg Family Wealth Advisory, LLC 57,710$3,939,0002.07%
BLUESTEM FINANCIAL ADVISORS, LLC 46,665$2,882,0002.04%
One Wealth Advisors, LLC 93,299$5,762,0001.89%
55I, LLC 893,425$55,178,0001.54%
First Ascent Asset Management, LLC 104,988$6,484,0001.25%
Westside Investment Management, Inc. 6,400$401,918,0000.96%
View complete list of ISHARES TR shareholders