Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 102 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

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 Q3 2017
NameSharesValueWeighting ↓
ARS Wealth Advisors, LLC 65,236$10,071,0003.74%
Clal Insurance Enterprises Holdings Ltd 750,000$115,785,0003.05%
Financial Partners Group, Inc 18,547$2,863,0002.26%
CAHILL FINANCIAL ADVISORS INC 7,843$1,211,0000.61%
MURPHY CAPITAL MANAGEMENT INC 28,157$4,346,0000.60%
Asset Management Group, Inc. 6,282$970,0000.35%
SPINNAKER TRUST 16,839$2,599,0000.30%
Pratt Collard Advisory Partners LLC 2,300$355,0000.29%
Round Table Services, LLC 5,360$827,0000.29%
Raab & Moskowitz Asset Management LLC 3,540$546,0000.26%
View complete list of ISHARES TR shareholders