Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 596 filers reported holding ISHARES TR in Q4 2021. 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 2021
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 536,675$55,959,00017.74%
Horiko Capital Management LLC 194,961$20,328,58315.69%
DGS Capital Management, LLC 197,076$20,549,11313.44%
Windham Capital Management, LLC 326,499$34,044,03613.08%
Manhattan West Asset Management, LLC 245,167$25,563,56313.05%
WIT, LLC 3,819$398,162,90810.92%
Financial Council, LLC 156,358$16,303,44910.21%
Cardinal Strategic Wealth Guidance 194,942$20,326,6029.77%
Williams Financial, LLC 82,511$8,603,3927.47%
ANGELES WEALTH MANAGEMENT, LLC 363,970$37,951,1526.64%
View complete list of ISHARES TR shareholders