Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is JKJ and the CUSIP is 464288505. A total of 64 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$195
+14.7%
3,6000.0%0.00%0.0%
Q3 2023$170
-5.0%
3,6000.0%0.00%0.0%
Q2 2023$179
+4.7%
3,6000.0%0.00%0.0%
Q1 2023$171
+4.3%
3,6000.0%0.00%0.0%
Q4 2022$164
-99.9%
3,6000.0%0.00%0.0%
Q3 2022$154,000
-3.1%
3,6000.0%0.00%0.0%
Q2 2022$159,000
-17.6%
3,6000.0%0.00%0.0%
Q1 2022$193,000
-6.3%
3,6000.0%0.00%0.0%
Q4 2021$206,000
+2.0%
3,6000.0%0.00%
-25.0%
Q3 2021$202,000
-4.3%
3,6000.0%0.00%0.0%
Q2 2021$211,000
+3.9%
3,600
+300.0%
0.00%0.0%
Q1 2021$203,000
+14.0%
9000.0%0.00%0.0%
Q4 2020$178,000
+26.2%
9000.0%0.00%
+33.3%
Q3 2020$141,000
+3.7%
9000.0%0.00%
-25.0%
Q2 2020$136,0009000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Brand Asset Management Group, Inc. 36,218$1,939,0000.86%
Richwood Investment Advisors, LLC 15,577$834,0000.74%
Sanford Advisory Services, LLC 23,635$1,267,0000.34%
Surevest, LLC 22,776$1,219,0000.29%
Aveo Capital Partners, LLC 21,675$1,160,0000.20%
FLAGSTAR ADVISORS INC 10,120$541,0000.17%
Gladstone Institutional Advisory LLC 41,242$2,2080.15%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 22,217$1,189,0000.14%
AVANTAX ADVISORY SERVICES, INC. 91,990$4,923,0000.07%
CHOREO, LLC 23,881$1,279,0000.06%
View complete list of ISHARES TR shareholders