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

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,023,815
-18.1%
82,640
-12.6%
0.01%
-52.6%
Q2 2023$3,693,255
+0.1%
94,505
-4.4%
0.02%
+137.5%
Q1 2023$3,687,925
+10.6%
98,819
+7.4%
0.01%
+14.3%
Q4 2022$3,334,941
+332.0%
91,973
+283.9%
0.01%
+250.0%
Q3 2022$772,000
+68.9%
23,956
+78.5%
0.00%
+100.0%
Q2 2022$457,000
-7.9%
13,424
+5.4%
0.00%0.0%
Q1 2022$496,000
+58.5%
12,733
+55.7%
0.00%0.0%
Q4 2021$313,0008,1780.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders