Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 473 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$620.0%6000.0%0.00%0.0%
Q2 2023$62
-1.6%
6000.0%0.00%0.0%
Q1 2023$630.0%6000.0%0.00%0.0%
Q4 2022$63
-99.9%
6000.0%0.00%0.0%
Q3 2022$62,000
-1.6%
6000.0%0.00%0.0%
Q2 2022$63,000
+26.0%
600
+28.8%
0.00%0.0%
Q3 2021$50,0000.0%4660.0%0.00%0.0%
Q2 2021$50,0000.0%4660.0%0.00%0.0%
Q1 2021$50,0000.0%4660.0%0.00%0.0%
Q4 2020$50,0000.0%4660.0%0.00%0.0%
Q3 2020$50,0000.0%4660.0%0.00%0.0%
Q2 2020$50,0000.0%4660.0%0.00%
-50.0%
Q1 2020$50,0000.0%4660.0%0.00%
+100.0%
Q3 2019$50,000
+28.2%
466
+27.3%
0.00%0.0%
Q2 2019$39,0000.0%3660.0%0.00%0.0%
Q1 2019$39,0000.0%3660.0%0.00%
-50.0%
Q4 2018$39,0003660.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 503,728$51,813,00014.16%
Windham Capital Management, LLC 262,724$27,023,76810.87%
Horiko Capital Management LLC 193,786$19,932,82810.47%
WIT, LLC 2,232$229,587,5326.65%
ANGELES WEALTH MANAGEMENT, LLC 417,638$42,958,2456.07%
Raub Brock Capital Management LP 291,345$29,967,7475.96%
Bromfield Sneider Wealth Advisors 66,437$6,833,6745.15%
AUA CAPITAL MANAGEMENT, LLC 64,702$6,655,2484.81%
Salomon & Ludwin, LLC 445,987$45,874,1694.79%
Slow Capital, Inc. 230,091$23,667,1514.34%
View complete list of ISHARES TR shareholders