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

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 53,360$2,148,8721.56%
Arden Trust Co 130,052$5,237,1890.77%
Dentgroup LLC 5,846$235,4040.21%
Peoples Bank/KS 2,328$93,7480.08%
WealthPLAN Partners, LLC 6,971$280,7210.03%
TOMPKINS FINANCIAL CORP 31$1,2480.00%
MASSMUTUAL TRUST CO FSB/ADV 88$3,5440.00%
View complete list of ISHARES TR shareholders