JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is AOA and the CUSIP is 464289859. A total of 268 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$158,328
-74.8%
2,493
-73.7%
0.00%
Q2 2023$628,520
-16.1%
9,474
-19.5%
0.00%
Q1 2023$749,023
+378194.4%
11,774
+255.6%
0.00%
Q4 2022$198
-99.9%
3,311
+33.6%
0.00%
Q3 2022$137,000
+0.7%
2,479
+8.9%
0.00%
Q2 2022$136,000
-8.1%
2,277
+6.3%
0.00%
Q1 2022$148,000
+17.5%
2,143
+23.8%
0.00%
Q4 2021$126,000
+28.6%
1,731
+23.2%
0.00%
Q3 2021$98,000
+24.1%
1,405
+24.3%
0.00%
Q2 2021$79,000
-1.2%
1,130
-5.6%
0.00%
Q1 2021$80,000
+300.0%
1,197
+282.4%
0.00%
Q4 2020$20,000
-86.6%
313
-88.5%
0.00%
Q2 2020$149,000
+1555.6%
2,720
+1260.0%
0.00%
Q1 2020$9,000
-18.2%
2000.0%0.00%
Q2 2019$11,000
-59.3%
200
-60.0%
0.00%
Q1 2019$27,000
-63.0%
500
-66.7%
0.00%
Q4 2018$73,000
-11.0%
1,5000.0%0.00%
Q3 2018$82,000
+2.5%
1,5000.0%0.00%
Q2 2018$80,000
-62.6%
1,500
-62.5%
0.00%
Q1 2018$214,000
-0.9%
4,0000.0%0.00%
Q4 2017$216,000
+1.4%
4,0000.0%0.00%
Q3 2017$213,000
+2.9%
4,0000.0%0.00%
Q2 2017$207,000
+3.5%
4,0000.0%0.00%
Q1 2017$200,000
+5.8%
4,0000.0%0.00%
Q4 2016$189,000
-26.2%
4,000
-25.9%
0.00%
Q3 2016$256,000
+3.2%
5,4000.0%0.00%
Q2 2016$248,000
-14.5%
5,400
-15.6%
0.00%
Q1 2016$290,000
+752.9%
6,400
+724.7%
0.00%
Q4 2015$34,0007760.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Fort Henry Capital, LLC 59,288$3,805,0003.80%
NORTHWEST WEALTH MANAGEMENT, LLC 75,500$4,846,0003.34%
Peregrine Asset Advisers, Inc. 101,428$6,510,0003.04%
PATTON ALBERTSON MILLER GROUP, LLC 104,422$7,028,0001.67%
Ahrens Investment Partners LLC 46,536$2,987,0001.60%
Trilogy Capital Inc. 292,398$18,766,0001.53%
Madrona Financial Services, LLC 35,062$2,250,0001.26%
Weaver Consulting Group 30,765$1,974,0001.23%
LBMC INVESTMENT ADVISORS, LLC 160,681$10,313,0001.22%
MARINO, STRAM & ASSOCIATES LLC 39,464$2,533,0001.12%
View complete list of ISHARES TR shareholders