Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 93 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 2.74 and the average weighting 0.3%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$6
+20.0%
300.0%0.00%
Q3 2023$50.0%300.0%0.00%
Q2 2023$50.0%300.0%0.00%
Q1 2023$5
-16.7%
300.0%0.00%
Q4 2022$6
-99.9%
300.0%0.00%
Q3 2022$5,000
-16.7%
300.0%0.00%
Q2 2022$6,0000.0%300.0%0.00%
Q1 2022$6,000
+20.0%
300.0%0.00%
Q3 2021$5,000
-16.7%
300.0%0.00%
Q2 2021$6,000
+20.0%
300.0%0.00%
Q1 2021$5,0000.0%300.0%0.00%
Q4 2020$5,0000.0%300.0%0.00%
Q3 2020$5,0000.0%300.0%0.00%
Q2 2020$5,000
+25.0%
300.0%0.00%
Q1 2020$4,0000.0%300.0%0.00%
Q3 2019$4,000
-20.0%
300.0%0.00%
Q2 2019$5,0000.0%300.0%0.00%
Q1 2019$5,000
+25.0%
300.0%0.00%
Q4 2018$4,000
-20.0%
300.0%0.00%
Q3 2018$5,0000.0%300.0%0.00%
Q2 2018$5,000
+25.0%
300.0%0.00%
Q1 2018$4,000
-20.0%
300.0%0.00%
Q4 2017$5,0000.0%300.0%0.00%
Q3 2017$5,0000.0%300.0%0.00%
Q2 2017$5,0000.0%300.0%0.00%
Q1 2017$5,000
+25.0%
300.0%0.00%
Q4 2016$4,0000.0%300.0%0.00%
Q3 2016$4,0000.0%300.0%0.00%
Q2 2016$4,0000.0%300.0%0.00%
Q1 2016$4,000
-20.0%
300.0%0.00%
Q4 2015$5,000
+25.0%
300.0%0.00%
Q3 2015$4,000
-20.0%
300.0%0.00%
Q2 2015$5,0000.0%300.0%0.00%
Q1 2015$5,0000.0%300.0%0.00%
Q4 2014$5,000
+25.0%
300.0%0.00%
Q3 2014$4,0000.0%300.0%0.00%
Q2 2014$4,0000.0%300.0%0.00%
Q1 2014$4,0000.0%300.0%0.00%
Q4 2013$4,000
+33.3%
300.0%0.00%
Q3 2013$3,0000.0%300.0%0.00%
Q2 2013$3,000300.00%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Massachusetts Wealth Management 5,330$989,0350.96%
CAHILL FINANCIAL ADVISORS INC 7,104$1,322,2260.25%
AFT, FORSYTH & COMPANY, INC. 1,336$248,6700.21%
Family Firm, Inc. 3,465$644,9480.19%
Concorde Asset Management, LLC 1,088$202,4780.18%
Asset Management Group, Inc. 4,091$761,4550.18%
Institute for Wealth Management, LLC. 3,407$634,1600.13%
CHEMUNG CANAL TRUST CO 3,071$5720.13%
MBL Wealth, LLC 3,177$5910.11%
Raab & Moskowitz Asset Management LLC 1,537$286,0820.11%
View complete list of ISHARES TR shareholders