Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 113 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.50 and the average weighting 0.0%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$19
+11.8%
5000.0%0.00%
Q4 2022$17
-99.9%
5000.0%0.00%
Q3 2022$17,000
-5.6%
5000.0%0.00%
Q2 2022$18,000
-21.7%
5000.0%0.00%
Q1 2022$23,000
+4.5%
5000.0%0.00%
Q4 2020$22,000
+29.4%
5000.0%0.00%
Q3 2020$17,0005000.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders