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

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 5 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$389,385
+38.7%
12,750
+50.0%
0.00%0.0%
Q2 2023$280,840
-0.7%
8,500
-5.7%
0.00%0.0%
Q1 2023$282,891
+25.2%
9,015
+1.9%
0.00%0.0%
Q4 2022$225,941
-30.0%
8,850
-27.7%
0.00%0.0%
Q2 2022$323,000
-23.3%
12,235
-0.2%
0.00%0.0%
Q1 2022$421,000
+12.6%
12,260
+35.5%
0.00%0.0%
Q4 2021$374,0009,0450.00%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
M Holdings Securities, Inc. 154,829$3,690,0000.41%
Clearwater Capital Advisors, LLC 114,304$2,724,0000.38%
Wharton Business Group, LLC 222,622$5,305,0000.36%
Founders Capital Management 14,835$354,0000.29%
HAP Trading, LLC 89,330$2,129,0000.14%
Financial Partners Group, Inc 22,220$529,0000.14%
Wealthcare Advisory Partners LLC 101,322$2,415,0000.14%
Financial Advocates Investment Management 40,346$961,0000.08%
Patriot Financial Group Insurance Agency, LLC 13,238$315,0000.08%
Sunbelt Securities, Inc. 14,671$350,0000.07%
View complete list of ISHARES TR shareholders