Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$714
+11.4%
6,224
-1.7%
0.01%0.0%
Q3 2023$641
-4.6%
6,3340.0%0.01%0.0%
Q2 2023$672
+6.0%
6,3340.0%0.01%0.0%
Q1 2023$634
+2.1%
6,334
-1.6%
0.01%0.0%
Q4 2022$621
-99.9%
6,4360.0%0.01%0.0%
Q3 2022$539,000
-4.9%
6,4360.0%0.01%
+9.1%
Q2 2022$567,000
-16.5%
6,436
-0.0%
0.01%
-8.3%
Q1 2022$679,000
+7.8%
6,437
+15.2%
0.01%
+9.1%
Q4 2021$630,000
+129.9%
5,586
+118.2%
0.01%
+120.0%
Q3 2021$274,000
-3.5%
2,5600.0%0.01%0.0%
Q2 2021$284,000
+21.9%
2,560
+16.3%
0.01%0.0%
Q1 2021$233,000
+8.9%
2,2020.0%0.01%0.0%
Q4 2020$214,000
+107.8%
2,202
+255.7%
0.01%
+150.0%
Q3 2020$103,000
+472.2%
619
+415.8%
0.00%
Q2 2020$18,0001200.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders