Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q4 2021. 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$64
+8.5%
8000.0%0.00%0.0%
Q3 2023$59
-9.2%
8000.0%0.00%0.0%
Q2 2023$65
+97.0%
800
+100.0%
0.00%0.0%
Q1 2023$33
-5.7%
4000.0%0.00%0.0%
Q4 2022$35
-99.9%
4000.0%0.00%0.0%
Q3 2022$32,000
-5.9%
4000.0%0.00%0.0%
Q2 2022$34,000
-5.6%
4000.0%0.00%0.0%
Q1 2022$36,000
+12.5%
4000.0%0.00%0.0%
Q3 2021$32,000
+3.2%
4000.0%0.00%0.0%
Q2 2021$31,000
-3.1%
4000.0%0.00%0.0%
Q1 2021$32,000
+3.2%
4000.0%0.00%0.0%
Q4 2020$31,000
+6.9%
400
+100.0%
0.00%0.0%
Q3 2020$29,000
+3.6%
2000.0%0.00%0.0%
Q2 2020$28,0000.0%2000.0%0.00%0.0%
Q1 2020$28,000
-15.2%
2000.0%0.00%0.0%
Q3 2019$33,0002000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders