Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is JKD and the CUSIP is 464287127. A total of 126 filers reported holding ISHARES TR in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
Benchmark Wealth Management, LLC 92,345$5,604,0003.94%
Brand Asset Management Group, Inc. 71,401$4,333,0002.09%
Equitable Holdings, Inc. 754,868$45,813,0000.78%
West Coast Financial LLC 45,770$2,778,0000.45%
PACIFIC SUN FINANCIAL CORP 9,340$567,0000.33%
LANDAAS & CO /WI /ADV 8,466$514,0000.30%
Red Tortoise LLC 7,232$357,0000.28%
Karn, Couzens & Associates, Inc. 5,932$360,0000.27%
Cadent Capital Advisors, LLC 9,261$562,0000.25%
FLAGSTAR ADVISORS INC 10,889$661,0000.22%
View complete list of ISHARES TR shareholders