Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 159 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 1.30 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$179
-7.7%
4,0550.0%0.00%0.0%
Q3 2023$194
+11.5%
4,0550.0%0.00%0.0%
Q2 2023$174
-1.7%
4,0550.0%0.00%0.0%
Q1 2023$177
+1.7%
4,055
+8.1%
0.00%
-25.0%
Q4 2022$174
-99.9%
3,7500.0%0.00%
+33.3%
Q3 2022$147,000
+2.8%
3,7500.0%0.00%0.0%
Q2 2022$143,000
-6.5%
3,7500.0%0.00%0.0%
Q1 2022$153,000
+44.3%
3,7500.0%0.00%
+50.0%
Q3 2021$106,000
-2.8%
3,7500.0%0.00%0.0%
Q2 2021$109,000
+11.2%
3,7500.0%0.00%0.0%
Q1 2021$98,000
+28.9%
3,7500.0%0.00%0.0%
Q4 2020$76,000
+26.7%
3,7500.0%0.00%
+100.0%
Q3 2020$60,000
-20.0%
3,7500.0%0.00%
-50.0%
Q2 2020$75,000
+31.6%
3,7500.0%0.00%0.0%
Q1 2020$57,000
-91.7%
3,750
-82.7%
0.00%
-88.9%
Q3 2019$688,000
+11.5%
21,675
+20.9%
0.02%
-21.7%
Q2 2019$617,000
-6.4%
17,925
-2.0%
0.02%
-8.0%
Q1 2019$659,000
-65.2%
18,300
-69.9%
0.02%
-69.1%
Q4 2018$1,896,000
+11052.9%
60,849
+14562.4%
0.08%
+8000.0%
Q3 2018$17,000
-41.4%
415
-39.9%
0.00%0.0%
Q2 2018$29,000
+11.5%
6900.0%0.00%0.0%
Q1 2018$26,000
-3.7%
6900.0%0.00%0.0%
Q4 2017$27,000
-10.0%
690
-12.7%
0.00%0.0%
Q3 2017$30,000
+7.1%
7900.0%0.00%0.0%
Q2 2017$28,000
-31.7%
790
-25.8%
0.00%
-50.0%
Q1 2017$41,000
-6.8%
1,0650.0%0.00%0.0%
Q4 2016$44,000
-10.2%
1,065
-15.8%
0.00%0.0%
Q3 2016$49,0000.0%1,2650.0%0.00%0.0%
Q2 2016$49,000
+11.4%
1,2650.0%0.00%0.0%
Q1 2016$44,000
-90.1%
1,265
-90.4%
0.00%
-91.3%
Q4 2015$444,000
+6242.9%
13,125
+6462.5%
0.02%
Q3 2015$7,000
-12.5%
2000.0%0.00%
Q2 2015$8,000
-11.1%
2000.0%0.00%
Q1 2015$9,0000.0%2000.0%0.00%
Q4 2014$9,0002000.00%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders