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

ISHARES TR's ticker is XJR and the CUSIP is 46436E544. A total of 38 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$238,734
-5.9%
7,221
-0.3%
0.00%0.0%
Q2 2023$253,650
-15.2%
7,243
-17.9%
0.00%0.0%
Q1 2023$299,214
+17.2%
8,824
+14.8%
0.00%0.0%
Q4 2022$255,3197,6860.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Atlantic Private Wealth, LLC 8,552$324,0000.31%
Elwood & Goetz Wealth Advisory Group, LLC 8,921$338,0000.10%
Biltmore Family Office, LLC 11,970$453,0000.10%
Armor Investment Advisors, LLC 1,893$72,0000.04%
PECAUT & CO. 2,141$81,0000.04%
Avantax Planning Partners, Inc. 15,094$572,0000.02%
JNBA Financial Advisors 4,583$174,0000.02%
Cetera Advisors LLC 13,829$524,0000.01%
AdvisorNet Financial, Inc 1,490$56,0000.00%
FRANKLIN RESOURCES INC 41,765$1,582,0000.00%
View complete list of ISHARES TR shareholders