JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is IWO and the CUSIP is 464287648. A total of 822 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.81 and the average weighting 0.4%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$58,379,667
+15.6%
260,449
+25.1%
0.01%
+20.0%
Q2 2023$50,515,252
+12.6%
208,173
+5.2%
0.01%0.0%
Q1 2023$44,872,291
+104456.0%
197,830
-1.1%
0.01%
-16.7%
Q4 2022$42,917
-99.9%
200,064
-49.9%
0.01%
-50.0%
Q3 2022$82,565,000
-0.7%
399,655
-0.8%
0.01%0.0%
Q2 2022$83,155,000
-18.7%
403,057
+0.8%
0.01%0.0%
Q1 2022$102,313,000
-32.1%
400,056
-22.2%
0.01%
-29.4%
Q4 2021$150,710,000
-28.9%
514,282
-28.8%
0.02%
-34.6%
Q3 2021$212,027,000
+90.8%
722,188
+102.6%
0.03%
+100.0%
Q2 2021$111,117,000
+9.6%
356,496
+5.7%
0.01%
-7.1%
Q1 2021$101,388,000
+16.6%
337,130
+11.2%
0.01%
+7.7%
Q4 2020$86,917,000
+32.1%
303,165
+1.8%
0.01%
+18.2%
Q3 2020$65,809,000
+5.6%
297,687
-1.2%
0.01%
-8.3%
Q2 2020$62,323,000
+57.8%
301,268
+20.6%
0.01%
+33.3%
Q1 2020$39,500,000
+53.5%
249,730
+107.8%
0.01%
+80.0%
Q4 2019$25,738,000
+15.7%
120,150
+4.1%
0.01%
+25.0%
Q3 2019$22,236,000
-48.4%
115,376
-46.6%
0.00%
-50.0%
Q2 2019$43,063,000
+102.3%
216,169
+99.7%
0.01%
+100.0%
Q1 2019$21,285,000
-1.0%
108,232
-15.4%
0.00%
-20.0%
Q4 2018$21,502,000
+5.2%
127,985
+34.6%
0.01%
+25.0%
Q3 2018$20,444,000
-71.6%
95,052
-73.0%
0.00%
-73.3%
Q2 2018$71,871,000
+294.6%
351,737
+268.1%
0.02%
+275.0%
Q1 2018$18,212,000
+5.7%
95,563
+3.5%
0.00%0.0%
Q4 2017$17,236,000
+239.2%
92,321
+223.9%
0.00%
+300.0%
Q3 2017$5,082,000
+17.9%
28,502
+11.5%
0.00%0.0%
Q2 2017$4,312,000
-58.7%
25,553
-60.4%
0.00%
-50.0%
Q1 2017$10,435,000
+155.5%
64,550
+143.4%
0.00%
+100.0%
Q4 2016$4,084,000
-92.1%
26,524
-92.4%
0.00%
-92.3%
Q3 2016$51,662,000
-40.1%
346,964
-44.9%
0.01%
-40.9%
Q2 2016$86,318,000
-10.9%
629,226
-13.9%
0.02%
-12.0%
Q1 2016$96,917,000
+28.5%
730,456
+35.0%
0.02%
+31.6%
Q4 2015$75,439,000
+4.8%
541,124
+0.7%
0.02%0.0%
Q3 2015$71,997,000
-30.2%
537,419
-19.4%
0.02%
-20.8%
Q2 2015$103,133,000
+331.6%
667,185
+323.2%
0.02%
+380.0%
Q1 2015$23,893,000
-89.8%
157,652
-90.4%
0.01%
-90.7%
Q4 2014$235,006,000
+8.8%
1,650,554
-0.9%
0.05%
+5.9%
Q3 2014$216,048,000
+34.2%
1,665,871
+43.2%
0.05%
+24.4%
Q2 2014$161,002,000
-16.6%
1,163,138
-18.0%
0.04%
-22.6%
Q1 2014$193,083,000
+235.5%
1,419,110
+234.1%
0.05%
+231.2%
Q4 2013$57,558,000
-55.1%
424,749
-58.3%
0.02%
-57.9%
Q3 2013$128,329,000
-8.6%
1,019,776
-19.0%
0.04%
-15.6%
Q2 2013$140,380,0001,258,9000.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
VAUGHAN & Co SECURITIES, INC. 77,090$16,514,219,00014.90%
Noven Financial Group, Inc. 124,424$26,654,00012.32%
Rinet Co LLC 161,807$34,662,0009.50%
Cohen Klingenstein LLC 662,705$141,965,0008.25%
FBL INVESTMENT MANAGEMENT SERVICES INC/IA 13,500$2,891,0007.15%
Hillcrest Wealth Advisors - NY, LLC 33,110$7,093,0005.90%
Corundum Group, Inc. 26,183$5,609,0005.89%
Crestone Asset Management LLC 80,784$17,306,0005.86%
JOYN Advisors, Inc. 116,192$24,891,0005.33%
Powell Investment Advisors, LLC 22,356$4,789,0004.99%
View complete list of ISHARES TR shareholders