Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 613 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$8,353
+20273.2%
361,894
+19440.7%
0.14%
+13500.0%
Q3 2023$41
-2.4%
1,8520.0%0.00%0.0%
Q2 2023$42
-2.3%
1,8520.0%0.00%0.0%
Q1 2023$43
-70.3%
1,852
-71.0%
0.00%
-66.7%
Q4 2022$145
-99.7%
6,381
+244.5%
0.00%
+200.0%
Q3 2022$42,000
-14.3%
1,852
-9.7%
0.00%0.0%
Q2 2022$49,000
-3.9%
2,0520.0%0.00%0.0%
Q1 2022$51,000
+2.0%
2,052
+7.9%
0.00%0.0%
Q3 2021$50,000
-2.0%
1,9020.0%0.00%0.0%
Q2 2021$51,000
-10.5%
1,902
-12.8%
0.00%0.0%
Q1 2021$57,000
+375.0%
2,180
+402.3%
0.00%
Q4 2020$12,000
+50.0%
434
+56.1%
0.00%
Q3 2020$8,0000.0%2780.0%0.00%
Q2 2020$8,0000.0%2780.0%0.00%
Q1 2020$8,0002780.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Jordan Park Group LLC 12,636,019$337,129,00024.16%
ERTS Wealth Advisors, LLC 2,159,629$57,589,00013.74%
3EDGE Asset Management, LP 4,982,534$132,934,00011.38%
PRUDENT INVESTORS NETWORK, INC. 854,098$22,787,00010.74%
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 5,808,127$154,961,0009.95%
Antonetti Capital Management LLC 460,574$12,288,0009.62%
CLIENT 1ST ADVISORY GROUP, LLC 705,809$18,831,0009.19%
Avondale Wealth Management 304,591$8,126,0008.22%
Tri-Star Advisors Inc. 730,929$19,074,0008.00%
ACCESS FINANCIAL SERVICES, INC. 644,349$17,191,0007.73%
View complete list of ISHARES TR shareholders