Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 273 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$34
+17.2%
750.0%0.00%0.0%
Q3 2023$290.0%750.0%0.00%0.0%
Q2 2023$29
+16.0%
750.0%0.00%
Q1 2023$25
+19.0%
750.0%0.00%
Q4 2022$21
-99.9%
750.0%0.00%
Q3 2022$21,000
-4.5%
750.0%0.00%
Q2 2022$22,000
-24.1%
750.0%0.00%
-100.0%
Q1 2022$29,000
-3.3%
750.0%0.00%0.0%
Q3 2021$30,0000.0%750.0%0.00%0.0%
Q2 2021$30,000
+11.1%
750.0%0.00%0.0%
Q1 2021$27,000
+3.8%
750.0%0.00%0.0%
Q4 2020$26,000
+13.0%
750.0%0.00%0.0%
Q3 2020$23,000
+9.5%
750.0%0.00%0.0%
Q2 2020$21,000
+31.2%
750.0%0.00%
Q1 2020$16,000
+77.8%
75
-25.0%
0.00%
Q1 2014$9,0000.0%1000.0%0.00%
Q4 2013$9,000
+12.5%
1000.0%0.00%
Q3 2013$8,000
+14.3%
1000.0%0.00%
Q2 2013$7,0001000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Stuart Chaussee & Associates, Inc. 46,458$18,753,00029.22%
Brouwer & Janachowski, LLC 163,913$66,163,00011.54%
Mathes Company, Inc. 33,663$13,588,0005.04%
GM Advisory Group, LLC 122,292$49,363,0004.98%
Legacy Financial Strategies, LLC 26,085$10,529,0004.95%
Apexium Financial, LP 14,463$5,838,0003.37%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 165,149$66,662,0003.26%
Equitable Holdings, Inc. 463,650$187,152,0003.19%
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 68,231$27,541,4433.14%
Destination Wealth Management 163,722$66,086,0002.57%
View complete list of ISHARES TR shareholders