ISHARES TR (JPMV)
Institutional ownership reported to the SEC as of Q2 2020, across 7 quarters.
15
Reporting holders
$5.7M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $3.2M | 52,953 | 0.00% | new | NEW |
| MORGAN STANLEY | $778.0K | 12,825 | 0.00% | 11q | -15.0%-$136.8K |
| UBS Group AG | $547.0K | 9,031 | 0.00% | 7q | +23.2%+$103.1K |
| Cambridge Investment Research Advisors, Inc. | $262.0K | 4,316 | 0.00% | 6q | -60.7%-$405.4K |
| Dynamic Advisor Solutions LLC | $238.0K | 3,918 | 0.03% | 5q | -20.9%-$62.8K |
| Orion Portfolio Solutions, LLC | $160.0K | 2,638 | 0.01% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $149.0K | 2,461 | 0.00% | 7q | -41.8%-$107.0K |
| ROYAL BANK OF CANADA | $148.0K | 2,437 | 0.00% | 4q | -7.0%-$11.1K |
| Cedar Wealth Management, LLC | $134.0K | 2,214 | 0.09% | new | NEW |
| ADVISOR GROUP HOLDINGS, INC. | $46.0K | 765 | 0.00% | 2q | +109.6%+$24.1K |
| Federation des caisses Desjardins du Quebec | $21.8K | 350 | 0.00% | 13q | -64.5%-$39.7K |
| Patriot Investment Management Inc. | $21.5K | 355 | 0.00% | new | NEW |
| CITIGROUP INC | $9.0K | 155 | 0.00% | 7q | HELD |
| SYNOVUS FINANCIAL CORP | $4.0K | 78 | 0.00% | 7q | HELD |
| Advanced Asset Management Advisors Inc | $1.0K | 15 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2020 | 15 | $5.7M | 94,511 | 5 | 2 | 6 | 0.0% |
| Q1 2020 | 12 | $9.1M | 155,884 | 0 | 4 | 4 | 0.0% |
| Q4 2019 | 14 | $20.2M | 299,376 | 0 | 7 | 4 | 0.0% |
| Q3 2019 | 15 | $20.4M | 298,982 | 1 | 4 | 5 | 0.0% |
| Q2 2019 | 16 | $27.8M | 429,226 | 2 | 4 | 5 | 0.0% |
| Q1 2019 | 14 | $16.5M | 249,256 | 2 | 4 | 5 | 0.0% |
| Q4 2018 | 14 | $9.4M | 148,885 | 0 | 1 | 0 | 0.0% |