JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is HDV and the CUSIP is 46429B663. A total of 716 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.7%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$95,026,169
-4.8%
960,928
-3.0%
0.01%
-9.1%
Q2 2023$99,832,261
+1.5%
990,498
+2.4%
0.01%
-8.3%
Q1 2023$98,345,620
+101760.8%
967,394
+4.4%
0.01%
-7.7%
Q4 2022$96,549
-99.9%
926,219
-1.5%
0.01%
+8.3%
Q3 2022$85,806,000
-11.3%
939,927
-2.5%
0.01%
-7.7%
Q2 2022$96,785,000
+5.3%
963,701
+12.1%
0.01%
+18.2%
Q1 2022$91,894,000
+22.6%
859,704
+15.9%
0.01%
+22.2%
Q4 2021$74,942,000
+19.9%
742,070
+11.9%
0.01%
+12.5%
Q3 2021$62,489,000
+23.4%
662,942
+26.3%
0.01%
+33.3%
Q2 2021$50,658,000
+46.2%
524,790
+43.7%
0.01%
+20.0%
Q1 2021$34,656,000
+101.5%
365,218
+86.2%
0.01%
+66.7%
Q4 2020$17,195,000
+294.0%
196,134
+258.8%
0.00%
+200.0%
Q3 2020$4,364,000
-12.2%
54,671
-10.7%
0.00%0.0%
Q2 2020$4,969,000
+20.5%
61,228
+6.3%
0.00%0.0%
Q1 2020$4,122,000
-56.5%
57,605
-40.4%
0.00%
-50.0%
Q4 2019$9,482,000
-13.1%
96,684
-16.6%
0.00%0.0%
Q3 2019$10,914,000
+3.1%
115,905
+3.0%
0.00%0.0%
Q2 2019$10,587,000
+42.0%
112,541
+40.8%
0.00%0.0%
Q1 2019$7,456,000
+11.9%
79,920
+1.2%
0.00%0.0%
Q4 2018$6,661,000
+18.2%
78,942
+26.9%
0.00%
+100.0%
Q3 2018$5,633,000
+16.1%
62,216
+9.0%
0.00%0.0%
Q2 2018$4,850,000
-14.6%
57,070
-15.1%
0.00%0.0%
Q1 2018$5,678,000
-1.0%
67,221
+5.7%
0.00%0.0%
Q4 2017$5,735,000
-12.5%
63,620
-16.6%
0.00%0.0%
Q3 2017$6,555,000
-25.4%
76,294
-27.9%
0.00%
-50.0%
Q2 2017$8,791,000
-10.1%
105,755
-9.3%
0.00%0.0%
Q1 2017$9,776,000
+1.5%
116,588
-0.5%
0.00%0.0%
Q4 2016$9,635,000
+19.3%
117,145
+17.9%
0.00%0.0%
Q3 2016$8,073,000
-19.5%
99,319
-18.7%
0.00%
-33.3%
Q2 2016$10,032,000
+0.5%
122,120
-4.6%
0.00%0.0%
Q1 2016$9,986,000
+24.7%
128,015
+17.4%
0.00%
+50.0%
Q4 2015$8,007,000
-4.4%
109,068
-9.4%
0.00%0.0%
Q3 2015$8,372,000
-23.3%
120,328
-18.9%
0.00%
-33.3%
Q2 2015$10,914,000
-2.7%
148,352
-0.8%
0.00%0.0%
Q1 2015$11,219,000
-24.1%
149,612
-22.5%
0.00%0.0%
Q4 2014$14,785,000
+9.5%
193,171
+7.6%
0.00%0.0%
Q3 2014$13,503,000
+81.2%
179,465
+81.5%
0.00%
+50.0%
Q2 2014$7,453,000
+11.2%
98,864
+5.4%
0.00%0.0%
Q1 2014$6,700,000
+1.5%
93,785
-0.2%
0.00%0.0%
Q4 2013$6,599,000
+29.1%
93,932
+21.8%
0.00%0.0%
Q3 2013$5,112,000
-26.6%
77,125
-26.5%
0.00%0.0%
Q2 2013$6,963,000104,9610.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CVS HEALTH Corp 306,791$30,338,56216.22%
Essex Private Wealth Management, LLC 36,564$3,615,83412.35%
VAUGHAN & Co SECURITIES, INC. 145,774$14,415,57410.71%
REGIMEN WEALTH, LLC 232,655$23,007,2079.45%
Kerntke Otto McGlone Wealth Management Group 92,426$9,140,0139.42%
Kapstone Financial Advisors LLC 104,503$10,334,3029.31%
BEAM WEALTH ADVISORS, INC. 126,792$12,538,4788.91%
Townsend & Associates, Inc 348,342$32,664,0326.90%
SWEENEY & MICHEL, LLC 132,846$12,785,0746.70%
Sowa Financial Group, Inc. 89,860$8,8866.67%
View complete list of ISHARES TR shareholders