Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 130 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$12
+9.1%
1800.0%0.00%
Q3 2023$110.0%1800.0%0.00%
Q2 2023$11
+10.0%
1800.0%0.00%
Q1 2023$10
+11.1%
1800.0%0.00%
Q4 2022$9
-99.9%
1800.0%0.00%
Q3 2022$9,0000.0%1800.0%0.00%
Q2 2022$9,000
-18.2%
1800.0%0.00%
Q1 2022$11,0000.0%1800.0%0.00%
Q3 2021$11,0000.0%1800.0%0.00%
Q2 2021$11,000
+10.0%
180
+300.0%
0.00%
Q1 2021$10,0000.0%450.0%0.00%
Q4 2020$10,000
+11.1%
450.0%0.00%
Q3 2020$9,000
+12.5%
450.0%0.00%
Q2 2020$8,000
+14.3%
450.0%0.00%
Q1 2020$7,000
-12.5%
45
-10.0%
0.00%
Q3 2019$8,0000.0%500.0%0.00%
Q2 2019$8,0000.0%500.0%0.00%
Q1 2019$8,000
+14.3%
500.0%0.00%
Q4 2018$7,000
-12.5%
500.0%0.00%
Q3 2018$8,0000.0%500.0%0.00%
Q2 2018$8,0000.0%500.0%0.00%
Q1 2018$8,0000.0%500.0%0.00%
Q4 2017$8,0000.0%500.0%0.00%
Q3 2017$8,000
+14.3%
500.0%0.00%
Q2 2017$7,0000.0%500.0%0.00%
Q1 2017$7,0000.0%500.0%0.00%
Q4 2016$7,000
+16.7%
500.0%0.00%
Q3 2016$6,0000.0%500.0%0.00%
Q2 2016$6,0000.0%500.0%0.00%
Q1 2016$6,0000.0%500.0%0.00%
Q4 2015$6,0000.0%500.0%0.00%
Q3 2015$6,0000.0%500.0%0.00%
Q2 2015$6,0000.0%500.0%0.00%
Q1 2015$6,0000.0%500.0%0.00%
Q4 2014$6,0000.0%500.0%0.00%
Q3 2014$6,0000.0%500.0%0.00%
Q2 2014$6,000500.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 70,606$4,158,3742.66%
Brand Asset Management Group, Inc. 58,110$3,422,4051.76%
Quantitative Strategies, Inc. 34,761$2,047,2701.38%
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 19,315$1,137,5681.14%
Dentgroup LLC 15,669$922,8330.68%
Equitable Holdings, Inc. 561,856$33,090,8460.48%
Gladstone Institutional Advisory LLC 96,564$5,687,1950.37%
Red Tortoise LLC 7,281$428,8020.29%
West Coast Financial LLC 27,906$1,643,5470.24%
CHAPIN DAVIS, INC. 7,912$466,0080.22%
View complete list of ISHARES TR shareholders