Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is ICLN and the CUSIP is 464288224. A total of 563 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18
+260.0%
1,197
+378.8%
0.00%
Q2 2023$50.0%2500.0%0.00%
Q1 2023$50.0%2500.0%0.00%
Q4 2022$5
-99.9%
2500.0%0.00%
Q3 2022$5,0000.0%2500.0%0.00%
Q2 2022$5,0000.0%2500.0%0.00%
Q1 2022$5,0000.0%2500.0%0.00%
Q3 2021$5,000
-16.7%
2500.0%0.00%
Q2 2021$6,0000.0%2500.0%0.00%
Q1 2021$6,000
-14.3%
2500.0%0.00%
Q4 2020$7,000
+40.0%
2500.0%0.00%
Q3 2020$5,000
+66.7%
2500.0%0.00%
Q2 2020$3,000
+50.0%
2500.0%0.00%
Q1 2020$2,000
-33.3%
2500.0%0.00%
Q3 2019$3,0000.0%2500.0%0.00%
Q2 2019$3,000
+50.0%
2500.0%0.00%
Q1 2019$2,0000.0%250
-2.0%
0.00%
Q4 2018$2,0000.0%2550.0%0.00%
Q3 2018$2,0000.0%2550.0%0.00%
Q2 2018$2,0000.0%255
+2.0%
0.00%
Q1 2018$2,0000.0%2500.0%0.00%
Q4 2017$2,0000.0%2500.0%0.00%
Q3 2017$2,0000.0%2500.0%0.00%
Q2 2017$2,0000.0%2500.0%0.00%
Q1 2017$2,0000.0%2500.0%0.00%
Q4 2016$2,0000.0%2500.0%0.00%
Q3 2016$2,0000.0%2500.0%0.00%
Q2 2016$2,0000.0%2500.0%0.00%
Q1 2016$2,0000.0%2500.0%0.00%
Q4 2015$2,0000.0%2500.0%0.00%
Q3 2015$2,000
-33.3%
2500.0%0.00%
Q2 2015$3,0000.0%2500.0%0.00%
Q1 2015$3,000
+50.0%
2500.0%0.00%
Q4 2014$2,000
-33.3%
2500.0%0.00%
Q3 2014$3,0000.0%2500.0%0.00%
Q2 2014$3,0000.0%2500.0%0.00%
Q1 2014$3,0000.0%2500.0%0.00%
Q4 2013$3,0000.0%2500.0%0.00%
Q3 2013$3,000
+50.0%
2500.0%0.00%
Q2 2013$2,0002500.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Windmill Hill Asset Management Ltd 4,546,463$84,064,00030.81%
Arlington Financial Advisors, LLC 1,154,375$21,344,00010.94%
ELEMENT POINTE ADVISORS, LLC 530,165$9,802,0004.37%
RETIREMENT CAPITAL STRATEGIES 461,817$9,033,0004.17%
Autonomy Capital (Jersey) L.P. 408,900$7,561,0004.03%
B & T Capital Management DBA Alpha Capital Management 501,748$9,277,0002.68%
Summit Place Financial Advisors, LLC 140,855$2,604,0002.61%
Providence First Trust Co 103,655$1,917,0001.88%
Elmwood Wealth Management, Inc. 119,791$1,500,0001.22%
Coastal Bridge Advisors, LLC 192,723$3,563,0001.09%
View complete list of ISHARES TR shareholders