Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 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$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 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders