Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 85 filers reported holding ISHARES TR in Q3 2017. 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 2017
NameSharesValueWeighting ↓
Crestwood Advisors Group, LLC 197,179$21,807,0003.56%
Mathes Company, Inc. 8,180$905,0000.48%
ASPIRIANT, LLC 17,831$1,972,0000.29%
Brinker Capital Investments, LLC 65,000$7,189,0000.28%
Investors Capital Advisory Services 10,812$1,195,0000.26%
Exchange Capital Management, Inc. 4,872$539,0000.25%
B. Riley Wealth Advisors, Inc. 2,833$314,0000.10%
Gemmer Asset Management LLC 1,097$121,0000.09%
Raymond James Financial Services Advisors, Inc. 11,572$1,280,0000.08%
Opus Capital Group, LLC 8,505$941,0000.07%
View complete list of ISHARES TR shareholders