Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$981
+10.2%
3,425
+4.3%
0.02%0.0%
Q3 2023$890
-3.3%
3,2830.0%0.02%0.0%
Q2 2023$920
-2.7%
3,283
-5.2%
0.02%
-11.1%
Q1 2023$946
-8.4%
3,464
-4.8%
0.02%
-14.3%
Q4 2022$1,033
-99.9%
3,6400.0%0.02%
+5.0%
Q3 2022$921,000
-5.9%
3,6400.0%0.02%0.0%
Q2 2022$979,000
-6.9%
3,6400.0%0.02%
+11.1%
Q1 2022$1,051,000
+2.4%
3,640
+6.6%
0.02%
+5.9%
Q4 2021$1,026,000
+10.8%
3,415
+1.8%
0.02%
-5.6%
Q3 2021$926,000
+1.2%
3,3550.0%0.02%
+5.9%
Q2 2021$915,000
+14.9%
3,355
+6.3%
0.02%
+6.2%
Q1 2021$796,000
+2.6%
3,1550.0%0.02%
-5.9%
Q4 2020$776,000
+21.1%
3,155
+11.8%
0.02%
+13.3%
Q3 2020$641,000
+230.4%
2,821
+213.4%
0.02%
+200.0%
Q2 2020$194,000
+2.1%
900
-7.7%
0.01%
-28.6%
Q2 2019$190,000
-4.5%
975
-4.9%
0.01%
-12.5%
Q1 2019$199,000
+7.6%
1,0250.0%0.01%0.0%
Q4 2018$185,000
+21.7%
1,025
+36.7%
0.01%
+33.3%
Q3 2018$152,000
+186.8%
750
+150.0%
0.01%
+200.0%
Q2 2018$53,0003000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders