Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$410
-5.3%
2,955
-13.4%
0.01%
-12.5%
Q3 2023$433
-4.6%
3,4110.0%0.01%0.0%
Q2 2023$454
+0.4%
3,4110.0%0.01%
-11.1%
Q1 2023$452
+4.4%
3,411
-1.6%
0.01%0.0%
Q4 2022$433
-99.9%
3,467
-2.1%
0.01%
+12.5%
Q3 2022$383,000
-10.1%
3,541
-2.0%
0.01%
-11.1%
Q2 2022$426,000
-22.5%
3,615
-1.9%
0.01%
-10.0%
Q1 2022$550,000
+15.1%
3,686
+8.0%
0.01%
+25.0%
Q4 2021$478,000
+0.6%
3,413
-10.4%
0.01%
-11.1%
Q3 2021$475,000
-4.4%
3,8100.0%0.01%0.0%
Q2 2021$497,000
+6.7%
3,810
+2.7%
0.01%0.0%
Q1 2021$466,000
+0.9%
3,710
-9.0%
0.01%
-10.0%
Q4 2020$462,000
+32.8%
4,075
+15.8%
0.01%
+25.0%
Q3 2020$348,000
+32.3%
3,519
+19.3%
0.01%
+14.3%
Q2 2020$263,000
+34.2%
2,950
+4.2%
0.01%
+16.7%
Q1 2020$196,000
-24.9%
2,8300.0%0.01%
-14.3%
Q3 2019$261,000
-3.0%
2,8300.0%0.01%
-30.0%
Q2 2019$269,000
+3.9%
2,8300.0%0.01%0.0%
Q1 2019$259,000
+8.8%
2,8300.0%0.01%0.0%
Q4 2018$238,000
-14.7%
2,8300.0%0.01%0.0%
Q3 2018$279,000
-0.4%
2,8300.0%0.01%
-9.1%
Q2 2018$280,000
-5.1%
2,830
-8.0%
0.01%
-8.3%
Q1 2018$295,000
-11.9%
3,075
-6.1%
0.01%
-7.7%
Q4 2017$335,000
+3.7%
3,275
-2.8%
0.01%
-7.1%
Q3 2017$323,000
-22.0%
3,370
-27.3%
0.01%
-26.3%
Q2 2017$414,000
-11.7%
4,635
-12.0%
0.02%
-9.5%
Q1 2017$469,000
+12.5%
5,265
+4.9%
0.02%
+5.0%
Q4 2016$417,000
-6.1%
5,020
-10.7%
0.02%
-4.8%
Q3 2016$444,000
-1.3%
5,620
-5.1%
0.02%
-4.5%
Q2 2016$450,000
+3.7%
5,9200.0%0.02%0.0%
Q1 2016$434,000
-1.8%
5,920
-5.4%
0.02%
-4.3%
Q4 2015$442,000
-5.2%
6,260
-13.1%
0.02%
-11.5%
Q3 2015$466,000
-21.7%
7,205
-2.4%
0.03%
-13.3%
Q2 2015$595,000
-10.4%
7,385
-8.9%
0.03%
-9.1%
Q1 2015$664,000
-58.5%
8,105
-58.2%
0.03%
-57.1%
Q4 2014$1,599,00019,3850.08%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 70,535$5,571,0005.24%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 76,915$6,075,0002.22%
Quantitative Advantage, LLC 78,876$6,230,0001.89%
First Heartland Consultants, Inc. 28,681$2,265,0000.66%
Cranbrook Wealth Management, LLC 13,814$1,091,0000.55%
Kalos Management, Inc. 6,952$549,0000.47%
First Allied Advisory Services, Inc. 94,108$7,433,0000.40%
COMMERCE BANK 308,605$24,373,0000.38%
Madden Advisory Services, Inc. 7,710$608,0000.37%
ROBERTS GLORE & CO INC /IL/ 6,414$507,0000.36%
View complete list of ISHARES TR shareholders