Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$040.0%0.00%
Q1 2023$040.0%0.00%
Q4 2022$0
-100.0%
4
-99.9%
0.00%
-100.0%
Q3 2022$254,000
-7.3%
3,0820.0%0.01%
-16.7%
Q2 2022$274,000
-13.3%
3,0820.0%0.01%0.0%
Q1 2022$316,000
-1.9%
3,0820.0%0.01%
+20.0%
Q4 2021$322,000
+3.9%
3,0820.0%0.01%
-16.7%
Q3 2021$310,000
-4.6%
3,0820.0%0.01%0.0%
Q2 2021$325,000
-2.1%
3,082
-6.4%
0.01%
-14.3%
Q1 2021$332,000
+23.9%
3,2940.0%0.01%
+16.7%
Q4 2020$268,000
+32.7%
3,294
+100.0%
0.01%
+20.0%
Q3 2020$202,000
+2.0%
1,6470.0%0.01%0.0%
Q2 2020$198,000
+195.5%
1,647
+311.8%
0.01%
+66.7%
Q3 2018$67,000
+3.1%
4000.0%0.00%0.0%
Q2 2018$65,000
+8.3%
4000.0%0.00%
+50.0%
Q1 2018$60,000
-3.2%
400
-1.5%
0.00%0.0%
Q4 2017$62,000
+3.3%
4060.0%0.00%
-33.3%
Q3 2017$60,000
+5900.0%
406
+6666.7%
0.00%
Q2 2017$1,0000.0%60.0%0.00%
Q1 2017$1,0000.0%60.0%0.00%
Q4 2016$1,0000.0%60.0%0.00%
Q3 2016$1,000
-90.0%
6
-93.1%
0.00%
Q2 2016$10,0000.0%870.0%0.00%
-100.0%
Q1 2016$10,000
+11.1%
870.0%0.00%
Q4 2015$9,0000.0%870.0%0.00%
Q3 2015$9,000870.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 303,077$27,67415.26%
Forbes Financial Planning, Inc. 62,335$5,139,5197.48%
Probity Advisors, Inc. 295,447$26,977,2666.11%
ETFIDEA, LLC 127,349$11,628,2485.38%
Stone Asset Management Inc. 90,104$8,227,3665.11%
Sterling Financial Planning, Inc. 93,448$8,532,7315.09%
Pensionmark Financial Group, LLC 241,730$22,072,3815.06%
PETRA FINANCIAL ADVISORS INC 40,805$3,725,9054.10%
LTG Capital LLC 39,657$3,621,0793.90%
Ellis Investment Partners, LLC 135,624$12,383,7903.37%
View complete list of ISHARES TR shareholders