Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. 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$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 Q1 2023
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 41,024$4,325,0003.15%
First Citizens Financial Corp 38,005$4,007,0003.01%
MinichMacGregor Wealth Management, LLC 82,130$8,658,0002.77%
Modus Advisors, LLC 43,822$4,620,0002.03%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,321,0001.92%
NEIRG Wealth Management, LLC 83,210$8,773,0001.72%
Kesler, Norman & Wride, LLC 67,194$7,084,0001.58%
Rainsberger Wealth Advisors, Inc. 19,819$2,089,0001.34%
PLANNING DIRECTIONS INC 15,360$1,619,0001.14%
EUDAIMONIA ADVISORS LLC 16,900$1,782,0001.02%
View complete list of ISHARES TR shareholders