JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$396,008
-29.0%
5,382
-21.1%
0.00%
Q2 2023$557,454
-4.4%
6,819
-2.0%
0.00%
Q1 2023$583,000
+85133.9%
6,957
-11.9%
0.00%
Q4 2022$684
-99.9%
7,901
+25.2%
0.00%
Q3 2022$512,000
-86.4%
6,309
-85.6%
0.00%
-100.0%
Q2 2022$3,755,000
+556.5%
43,871
+597.5%
0.00%
Q1 2022$572,000
-65.9%
6,290
-66.8%
0.00%
Q4 2021$1,675,000
+222.1%
18,943
+187.5%
0.00%
Q3 2021$520,000
-12.0%
6,590
-12.5%
0.00%
Q2 2021$591,000
-0.2%
7,530
+1.2%
0.00%
Q1 2021$592,000
-46.6%
7,442
-47.9%
0.00%
Q4 2020$1,108,000
+38.5%
14,280
+158.0%
0.00%
Q3 2020$800,000
-49.9%
5,534
-51.4%
0.00%
Q2 2020$1,596,000
-17.3%
11,384
-18.5%
0.00%
Q1 2020$1,929,000
-16.0%
13,969
-1.4%
0.00%
Q4 2019$2,296,000
+13.3%
14,169
+13.9%
0.00%
Q3 2019$2,027,000
+9.6%
12,445
+1.0%
0.00%
Q2 2019$1,850,000
+10.5%
12,326
+8.5%
0.00%
Q1 2019$1,674,000
-95.1%
11,361
-95.6%
0.00%
-100.0%
Q4 2018$34,454,000
+512.5%
256,699
+511.9%
0.01%
+700.0%
Q3 2018$5,625,000
-17.8%
41,951
-19.2%
0.00%0.0%
Q2 2018$6,847,000
+2764.9%
51,895
+2667.7%
0.00%
Q1 2018$239,000
-84.0%
1,875
-83.4%
0.00%
Q4 2017$1,497,000
-4.8%
11,269
-4.5%
0.00%
Q3 2017$1,572,000
+6.4%
11,796
+3.8%
0.00%
Q2 2017$1,477,000
+2.5%
11,360
+1.2%
0.00%
Q1 2017$1,441,000
+2.1%
11,223
-3.1%
0.00%
Q4 2016$1,411,000
-19.6%
11,581
-19.1%
0.00%
Q3 2016$1,755,000
-7.9%
14,320
-1.3%
0.00%
Q2 2016$1,905,000
+13.0%
14,511
+6.5%
0.00%
Q1 2016$1,686,000
+25.5%
13,626
+9.5%
0.00%
Q4 2015$1,343,000
-2.3%
12,446
-2.2%
0.00%
Q3 2015$1,374,000
+9.0%
12,731
+4.7%
0.00%
Q2 2015$1,260,000
-1.1%
12,156
+6.6%
0.00%
Q1 2015$1,274,000
+5.1%
11,399
+11.2%
0.00%
Q4 2014$1,212,000
+4.7%
10,249
-6.8%
0.00%
Q3 2014$1,158,000
+35.6%
10,999
+43.6%
0.00%
Q2 2014$854,000
+17.0%
7,661
+9.3%
0.00%
Q1 2014$730,000
+17.0%
7,010
+7.7%
0.00%
Q4 2013$624,000
+2.5%
6,510
+0.4%
0.00%
Q3 2013$609,000
-3.8%
6,487
-3.2%
0.00%
Q2 2013$633,0006,7000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Destination Wealth Management 629,843$48,876,0002.13%
LBMC INVESTMENT ADVISORS, LLC 125,560$9,743,0001.15%
San Luis Wealth Advisors LLC 20,665$1,604,0001.04%
First Citizens Financial Corp 12,914$988,0000.86%
BEAM WEALTH ADVISORS, INC. 11,334$880,0000.83%
Country Club Trust Company, n.a. 92,718$7,092,0000.72%
Tranquility Partners, LLC 11,646$904,0000.64%
HOLDERNESS INVESTMENTS CO 20,821$1,616,0000.63%
Family Firm, Inc. 22,054$1,722,0000.51%
Carl P. Sherr & Co., LLC 7,751$602,0000.48%
View complete list of ISHARES TR shareholders