Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$83
+207.4%
1,041
+187.6%
0.00%
Q2 2023$27
-60.9%
362
-62.4%
0.00%
-100.0%
Q1 2023$69
+176.0%
962
+165.7%
0.00%0.0%
Q4 2022$25
-99.9%
3620.0%0.00%
Q3 2022$23,0000.0%3620.0%0.00%
Q2 2022$23,000
-17.9%
3620.0%0.00%
Q1 2022$28,000
-61.6%
362
+11.4%
0.00%
-100.0%
Q3 2019$73,000
-1.4%
3250.0%0.00%
-33.3%
Q2 2019$74,000
+4.2%
3250.0%0.00%0.0%
Q1 2019$71,000
+14.5%
3250.0%0.00%0.0%
Q4 2018$62,000
-18.4%
3250.0%0.00%0.0%
Q3 2018$76,000
+4.1%
3250.0%0.00%0.0%
Q2 2018$73,000
+2.8%
3250.0%0.00%0.0%
Q1 2018$71,000
+1.4%
3250.0%0.00%0.0%
Q4 2017$70,000
+6.1%
3250.0%0.00%0.0%
Q3 2017$66,000
+3.1%
3250.0%0.00%0.0%
Q2 2017$64,000
+3.2%
3250.0%0.00%0.0%
Q1 2017$62,000
+5.1%
3250.0%0.00%0.0%
Q4 2016$59,000
+3.5%
3250.0%0.00%0.0%
Q3 2016$57,000
+3.6%
3250.0%0.00%0.0%
Q2 2016$55,000
+3.8%
3250.0%0.00%0.0%
Q1 2016$53,000
+1.9%
3250.0%0.00%0.0%
Q4 2015$52,000
-10.3%
325
-12.2%
0.00%0.0%
Q3 2015$58,000
+5.5%
370
+13.8%
0.00%0.0%
Q2 2015$55,000
+52.8%
325
+14.8%
0.00%
+50.0%
Q2 2013$36,0002830.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Centerpoint Advisors, LLC 67,506$14,739,00012.84%
Capital Directions Investment Advisors, LLC 143,579$31,348,0009.85%
Broadview Financial Management, LLC 42,034$9,177,0009.06%
Pinnacle Family Advisors, LLC 63,881$13,947,0007.96%
Howard Capital Management Inc. 203,248$44,375,0005.60%
Monument Capital Management 34,181$7,280,0004.98%
Perkins Coie Trust Co 44,164$9,642,0004.79%
LVZ, Inc. 71,563$15,624,0004.24%
Capital Advisors, Ltd. LLC 58,064$12,677,0004.10%
Starfire Investment Advisers, Inc. 32,269$7,045,0003.67%
View complete list of ISHARES TR shareholders