Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 108 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

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 2021
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 5,335$1,036,0000.71%
MURPHY CAPITAL MANAGEMENT INC 17,625$3,423,0000.40%
RWA WEALTH PARTNERS, LLC 28,466$5,530,0000.36%
CAHILL FINANCIAL ADVISORS INC 7,106$1,380,0000.26%
Family Firm, Inc. 4,008$779,0000.20%
AFT, FORSYTH & COMPANY, INC. 1,341$261,0000.17%
Asset Management Group, Inc. 4,024$782,0000.16%
Concorde Asset Management, LLC 1,060$206,0000.14%
Raab & Moskowitz Asset Management LLC 1,572$305,0000.10%
PATTEN & PATTEN INC/TN 6,003$1,166,0000.08%
View complete list of ISHARES TR shareholders