Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is STIP and the CUSIP is 46429B747. A total of 650 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.02 and the average weighting 1.0%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$240.0%245
-1.2%
0.00%
Q3 2023$24
-29.4%
248
-29.7%
0.00%
-100.0%
Q2 2023$34
-2.9%
353
+0.9%
0.00%0.0%
Q1 2023$35
+2.9%
3500.0%0.00%0.0%
Q4 2022$34
-99.9%
3500.0%0.00%0.0%
Q3 2022$34,000
-5.6%
3500.0%0.00%0.0%
Q2 2022$36,000
-2.7%
3500.0%0.00%0.0%
Q1 2022$37,0003500.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
KEATING INVESTMENT COUNSELORS INC 664,927$64,896,91523.46%
Walker Financial Services, Inc. 199,873$19,507,58919.27%
GoalFusion Wealth Management, LLC 177,056$17,280,66612.73%
M. Kulyk & Associates, LLC 418,583$40,853,70711.41%
Wilshire Advisors LLC 203,424$19,854,18210.52%
TIEDEMANN ADVISORS, LLC 2,351,945$229,549,9839.76%
3EDGE Asset Management, LP 1,305,889$127,454,7189.60%
JEPPSON WEALTH MANAGEMENT, LLC 222,239$21,690,5269.44%
Echo45 Advisors LLC 111,820$10,913,6499.00%
Pinnacle Wealth Management Group, Inc. 96,202$9,389,3408.20%
View complete list of ISHARES TR shareholders