JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 152 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,156,690
-1.5%
123,711
-0.8%
0.00%
Q2 2023$4,221,738
+252.8%
124,719
+273.0%
0.00%
Q1 2023$1,196,529
+239205.8%
33,440
+218.8%
0.00%
Q4 2022$500
-99.9%
10,488
-20.2%
0.00%
Q3 2022$628,000
-3.2%
13,136
-0.2%
0.00%
Q2 2022$649,000
-25.6%
13,162
-11.1%
0.00%
Q1 2022$872,000
-14.2%
14,807
-10.0%
0.00%
Q4 2021$1,016,000
+36.6%
16,449
+33.8%
0.00%
Q3 2021$744,000
+3.9%
12,291
-1.3%
0.00%
Q2 2021$716,000
-4.1%
12,452
-5.6%
0.00%
Q1 2021$747,000
-67.2%
13,190
-73.8%
0.00%
Q4 2020$2,279,000
+41.9%
50,273
+0.8%
0.00%
Q3 2020$1,606,000
-4.7%
49,853
-0.0%
0.00%
Q2 2020$1,686,000
+20975.0%
49,873
+18168.5%
0.00%
Q1 2020$8,000
-99.6%
273
-99.3%
0.00%
Q3 2018$1,824,000
-6.1%
37,212
-5.9%
0.00%
Q2 2018$1,943,000
-7.0%
39,528
-4.7%
0.00%
Q1 2018$2,090,000
+201.2%
41,499
+194.7%
0.00%
Q4 2017$694,000
+7.6%
14,083
+2.5%
0.00%
Q3 2017$645,000
+10.1%
13,743
+6.8%
0.00%
Q2 2017$586,000
+20.8%
12,867
+18.9%
0.00%
Q1 2017$485,000
+573.6%
10,819
+583.9%
0.00%
Q4 2016$72,000
-62.9%
1,582
-71.5%
0.00%
Q4 2015$194,0005,5600.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders