# ISHARES TR (JPMV)

> Institutional ownership reported to the SEC as of Q2 2020, from Form 13F filings. Source: https://holderbook.com/stocks/JPMV/

- Reporting holders: 15
- Reported value: $5.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $3.2M | 52,953 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $778.0K | 12,825 | 0.0% | 11 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $547.0K | 9,031 | 0.0% | 7 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $262.0K | 4,316 | 0.0% | 6 |
| [Dynamic Advisor Solutions LLC](https://holderbook.com/funds/1599747-dynamic-advisor-solutions-llc/) | $238.0K | 3,918 | 0.0% | 5 |
| [Orion Portfolio Solutions, LLC](https://holderbook.com/funds/1802647-orion-portfolio-solutions-llc/) | $160.0K | 2,638 | 0.0% | 1 |
| [BANK OF AMERICA CORP /DE/](https://holderbook.com/funds/70858-bank-of-america-corp-de/) | $149.0K | 2,461 | 0.0% | 7 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $148.0K | 2,437 | 0.0% | 4 |
| [Cedar Wealth Management, LLC](https://holderbook.com/funds/1665642-cedar-wealth-management-llc/) | $134.0K | 2,214 | 0.1% | 1 |
| [ADVISOR GROUP HOLDINGS, INC.](https://holderbook.com/funds/1677044-advisor-group-holdings-inc/) | $46.0K | 765 | 0.0% | 2 |
| [Federation des caisses Desjardins du Quebec](https://holderbook.com/funds/2022297-federation-des-caisses-desjardins-du-quebec/) | $21.8K | 350 | 0.0% | 13 |
| [Patriot Investment Management Inc.](https://holderbook.com/funds/1773830-patriot-investment-management-inc/) | $21.5K | 355 | 0.0% | 1 |
| [CITIGROUP INC](https://holderbook.com/funds/831001-citigroup-inc/) | $9.0K | 155 | 0.0% | 7 |
| [SYNOVUS FINANCIAL CORP](https://holderbook.com/funds/18349-synovus-financial-corp/) | $4.0K | 78 | 0.0% | 7 |
| [Advanced Asset Management Advisors Inc](https://holderbook.com/funds/1075444-advanced-asset-management-advisors-inc/) | $1.0K | 15 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2020 | 15 | $5.7M |
| Q1 2020 | 12 | $9.1M |
| Q4 2019 | 14 | $20.2M |
| Q3 2019 | 15 | $20.4M |
| Q2 2019 | 16 | $27.8M |
| Q1 2019 | 14 | $16.5M |
| Q4 2018 | 14 | $9.4M |