JPMORGAN CHASE & CO - ISHARES TR ownership

ISHARES TR's ticker is REM and the CUSIP is 46435G342. A total of 119 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 3.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$532,474
+10.0%
23,835
+16.2%
0.00%
Q2 2023$484,036
+143.2%
20,510
+125.7%
0.00%
Q1 2023$199,000
+5477.4%
9,089
-94.2%
0.00%
Q4 2022$3,568
-99.6%
157,227
+301.4%
0.00%
Q3 2022$820,000
-89.4%
39,171
-86.4%
0.00%
-100.0%
Q2 2022$7,721,000
-17.8%
288,732
+0.4%
0.00%0.0%
Q1 2022$9,398,000
-6.1%
287,653
-0.8%
0.00%0.0%
Q4 2021$10,010,000
-4.8%
290,050
-0.2%
0.00%0.0%
Q3 2021$10,511,000
+674.0%
290,511
+694.3%
0.00%
Q2 2021$1,358,000
-0.7%
36,574
-5.7%
0.00%
Q1 2021$1,367,000
-26.0%
38,770
-33.1%
0.00%
Q4 2020$1,847,000
-71.7%
57,963
-77.1%
0.00%
-100.0%
Q3 2020$6,538,000
+104.8%
253,505
+97.4%
0.00%0.0%
Q2 2020$3,192,000
+943.1%
128,411
+685.1%
0.00%
Q1 2020$306,000
-71.8%
16,355
-32.9%
0.00%
Q4 2019$1,084,000
+7.3%
24,360
+1.6%
0.00%
Q3 2019$1,010,000
-6.1%
23,981
-6.7%
0.00%
Q2 2019$1,076,000
-37.0%
25,712
-34.8%
0.00%
Q1 2019$1,708,000
+64.2%
39,407
+51.4%
0.00%
Q4 2018$1,040,000
-62.8%
26,029
-59.5%
0.00%
-100.0%
Q3 2018$2,798,000
-9.9%
64,235
-10.2%
0.00%0.0%
Q2 2018$3,107,000
+23.1%
71,507
+20.3%
0.00%0.0%
Q1 2018$2,524,000
-52.3%
59,417
-49.2%
0.00%0.0%
Q4 2017$5,287,000
+25.0%
116,968
+29.6%
0.00%0.0%
Q3 2017$4,231,000
+10.1%
90,231
+8.9%
0.00%0.0%
Q2 2017$3,842,000
+14.2%
82,833
+11.5%
0.00%0.0%
Q1 2017$3,365,000
+115.0%
74,307
+99.7%
0.00%
Q4 2016$1,565,00037,2070.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Flaharty Asset Management, LLC 489,728$15,999,0002.94%
Safeguard Investment Advisory Group, LLC 30,545$997,0000.68%
BDO Wealth Advisors, LLC 169,935$5,552,0000.59%
Future Financial Wealth Managment LLC 15,446$505,0000.42%
Samalin Investment Counsel, LLC 20,899$683,0000.41%
EVERGREEN CAPITAL MANAGEMENT LLC 308,267$10,071,0000.41%
VisionPoint Advisory Group, LLC 27,216$796,0000.37%
HCR Wealth Advisors 61,560$2,011,0000.33%
SEAVIEW INVESTMENT MANAGERS LLC 28,200$921,0000.31%
Harvest Investment Services, LLC 12,778$417,0000.25%
View complete list of ISHARES TR shareholders