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 ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders