JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,967,216,415
-2.4%
43,367,674
+0.5%
0.33%
-0.9%
Q2 2023$3,040,348,058
+2.0%
43,137,742
-7.5%
0.33%
-9.1%
Q1 2023$2,979,606,884
+96654.4%
46,636,501
-11.4%
0.36%
-10.6%
Q4 2022$3,079,556
-99.9%
52,641,996
+10.4%
0.41%
+2.5%
Q3 2022$2,758,008,000
-14.9%
47,675,161
-11.2%
0.40%
-12.2%
Q2 2022$3,239,067,000
-15.4%
53,671,391
+7.0%
0.45%
-2.2%
Q1 2022$3,830,325,000
-1.1%
50,148,262
+8.4%
0.46%
+3.1%
Q4 2021$3,872,506,000
+14.9%
46,283,077
+1.5%
0.45%
+7.2%
Q3 2021$3,369,149,000
-1.3%
45,584,482
-2.8%
0.42%
+2.5%
Q2 2021$3,411,818,000
+2.8%
46,910,749
-7.9%
0.41%
-8.1%
Q1 2021$3,317,658,000
-1.1%
50,954,632
-3.0%
0.44%
-10.1%
Q4 2020$3,353,194,000
+7.8%
52,541,429
+288.0%
0.49%
-5.7%
Q3 2020$3,110,227,000
+7.2%
13,543,335
-3.1%
0.52%
-6.6%
Q2 2020$2,901,366,000
+19.0%
13,983,156
-5.3%
0.56%
-2.1%
Q1 2020$2,438,027,000
+171.2%
14,771,449
+218.2%
0.57%
+240.5%
Q4 2019$898,834,000
+7.0%
4,641,778
-0.5%
0.17%
+0.6%
Q3 2019$840,028,000
+1.1%
4,666,044
+0.3%
0.17%
+3.1%
Q2 2019$830,828,000
-1.3%
4,651,890
-4.7%
0.16%
-5.8%
Q1 2019$841,654,000
+4.4%
4,883,115
-8.7%
0.17%
-7.5%
Q4 2018$805,827,000
+606.4%
5,348,286
+730.7%
0.19%
+745.5%
Q3 2018$114,069,000
+10.6%
643,842
+1.5%
0.02%
+4.8%
Q2 2018$103,179,000
+6.4%
634,517
+1.5%
0.02%0.0%
Q1 2018$96,976,000
+16.1%
625,369
+14.4%
0.02%
+16.7%
Q4 2017$83,537,000
+300.3%
546,815
+274.0%
0.02%
+260.0%
Q3 2017$20,870,000
+0.9%
146,213
-3.3%
0.01%0.0%
Q2 2017$20,684,000
+6.4%
151,146
+2.2%
0.01%
+25.0%
Q1 2017$19,447,000
-54.2%
147,865
-57.6%
0.00%
-60.0%
Q4 2016$42,447,000
+27.9%
348,530
+27.8%
0.01%
+25.0%
Q3 2016$33,184,000
+6.1%
272,758
+1.7%
0.01%0.0%
Q2 2016$31,263,000
+38.6%
268,169
+37.8%
0.01%
+33.3%
Q1 2016$22,549,000
-21.2%
194,572
-21.3%
0.01%
-14.3%
Q4 2015$28,624,000
+22.7%
247,188
+14.2%
0.01%
+16.7%
Q3 2015$23,329,000
+5.3%
216,410
+11.2%
0.01%
+20.0%
Q2 2015$22,154,000
+14.3%
194,568
+14.4%
0.01%
+25.0%
Q1 2015$19,379,000
-0.9%
170,069
-3.0%
0.00%0.0%
Q4 2014$19,559,000
-57.7%
175,254
-59.5%
0.00%
-63.6%
Q3 2014$46,206,000
+18.9%
432,562
+17.1%
0.01%
+10.0%
Q2 2014$38,868,000
+5.7%
369,496
+0.3%
0.01%0.0%
Q1 2014$36,769,000
+98.1%
368,279
+95.9%
0.01%
+100.0%
Q4 2013$18,560,000
-79.7%
187,946
-81.7%
0.01%
-81.5%
Q3 2013$91,618,000
+187.7%
1,025,269
+170.5%
0.03%
+170.0%
Q2 2013$31,843,000379,0380.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Stegner Investment Associates Inc. 697,179$47,700,97641.21%
Foundation Wealth Management, LLC 360,743$24,681,27524.67%
Quantitative Strategies, Inc. 431,852$29,547,33019.88%
Praetorian Wealth Management, Inc. 667,075$45,641,27114.51%
TRIAD FINANCIAL ADVISORS, INC. 552,859$37,826,61813.32%
FINANCIAL LIFE ADVISORS 443,157$30,320,81713.05%
Sterling Investment Counsel, LLC 332,429$22,744,76213.03%
INSTRUMENTAL WEALTH, LLC 155,022$10,898,04912.73%
LVZ, Inc. 1,105,700$75,651,99812.20%
ShoreHaven Wealth Partners, LLC 252,414$17,270,13211.88%
View complete list of ISHARES TR shareholders