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

ISHARES TR's ticker is DIVB and the CUSIP is 46435U861. A total of 59 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
J.P. Morgan Private Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$255,289
-47.6%
6,857
-46.2%
0.00%
-66.7%
Q2 2023$487,130
-70.7%
12,735
-71.4%
0.00%
-25.0%
Q1 2023$1,660,737
+286.7%
44,488
+288.6%
0.00%
+300.0%
Q4 2022$429,414
-72.3%
11,448
-75.0%
0.00%
-75.0%
Q3 2022$1,549,000
+13.6%
45,838
+22.0%
0.00%
+33.3%
Q2 2022$1,363,00037,5800.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Cedar Mountain Advisors, LLC 90,659$3,375,2341.00%
Kellett Wealth Advisors, LLC 19,649$731,5340.63%
Truadvice, LLC 42,915$1,592,9990.62%
Breakwater Capital Group 38,765$1,405,6190.48%
MidWestOne Financial Group, Inc. 43,726$1,627,9190.37%
TANDEM CAPITAL MANAGEMENT CORP /ADV 21,960$817,5700.28%
Meridian Financial, LLC 6,095$226,9350.21%
Next Capital Management LLC 12,487$464,8910.21%
Princeton Global Asset Management LLC 17,200$640,3560.18%
PFG Private Wealth Management, LLC 5,638$209,9030.16%
View complete list of ISHARES TR shareholders