JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is MXI and the CUSIP is 464288695. A total of 86 filers reported holding ISHARES TR in Q3 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$17,584
+7.4%
224
+12.0%
0.00%
Q2 2023$16,370
+75.4%
200
+83.5%
0.00%
Q1 2023$9,335
+233275.0%
109
+113.7%
0.00%
Q4 2022$4
-99.6%
51
+292.3%
0.00%
Q3 2022$1,000
-66.7%
13
-65.8%
0.00%
Q2 2022$3,000
-25.0%
380.0%0.00%
Q1 2022$4,000
+33.3%
380.0%0.00%
Q4 2021$3,000
-99.8%
38
-99.8%
0.00%
Q3 2021$1,484,000
+623.9%
17,422
+674.0%
0.00%
Q2 2021$205,000
+2177.8%
2,251
+1400.7%
0.00%
Q3 2019$9,000
-10.0%
1500.0%0.00%
Q2 2019$10,0000.0%1500.0%0.00%
Q1 2019$10,000
+11.1%
1500.0%0.00%
Q4 2018$9,000
-10.0%
1500.0%0.00%
Q3 2018$10,0000.0%1500.0%0.00%
Q2 2018$10,0000.0%1500.0%0.00%
Q1 2018$10,000
-9.1%
1500.0%0.00%
Q4 2017$11,000
+10.0%
1500.0%0.00%
Q3 2017$10,000
+11.1%
1500.0%0.00%
Q2 2017$9,0000.0%1500.0%0.00%
Q1 2017$9,000
+12.5%
1500.0%0.00%
Q4 2016$8,0000.0%1500.0%0.00%
Q3 2016$8,000
+14.3%
1500.0%0.00%
Q2 2016$7,0000.0%1500.0%0.00%
Q1 2016$7,0001500.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
SINECERA CAPITAL, LLC 52,397$4,924,0004.93%
Pathway Financial Advisors LLC 124,160$11,669,0004.37%
BEAM WEALTH ADVISORS, INC. 14,333$1,347,0001.55%
Wealth Advisors of Tampa Bay, LLC 42,570$4,000,0001.08%
Richard Bernstein Advisors LLC 515,373$48,215,0000.95%
Blue Edge Capital, LLC 28,465$2,675,141,0000.54%
First Heartland Consultants, Inc. 34,014$3,196,0000.50%
Sunflower Bank, N.A. 36,439$3,425,0000.46%
Interchange Capital Partners, LLC 4,441$417,0000.43%
First Bancorp, Inc /ME/ 4,248$399,0000.36%
View complete list of ISHARES TR shareholders