Bartlett & Co. LLC - ISHARES TR ownership

ISHARES TR's ticker is EAGG and the CUSIP is 46435U549. A total of 195 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Bartlett & Co. LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$2,971
+10.7%
62,108
+4.8%
0.05%0.0%
Q3 2023$2,684
-9.0%
59,251
-5.3%
0.05%
-5.9%
Q2 2023$2,951
-3.4%
62,558
-1.6%
0.05%
-13.6%
Q1 2023$3,056
+2.9%
63,585
+0.1%
0.06%
-1.7%
Q4 2022$2,970
-99.9%
63,547
-3.4%
0.06%
-9.1%
Q3 2022$3,054,000
-3.1%
65,759
+2.1%
0.07%
+3.1%
Q2 2022$3,151,000
-4.6%
64,386
+0.6%
0.06%
+10.3%
Q1 2022$3,304,000
-0.7%
63,973
+6.2%
0.06%
+3.6%
Q4 2021$3,327,000
+3.9%
60,264
+3.7%
0.06%
-8.2%
Q3 2021$3,203,000
+3.2%
58,093
+3.5%
0.06%
+3.4%
Q2 2021$3,104,000
+86.5%
56,112
+84.5%
0.06%
+78.8%
Q1 2021$1,664,000
-1.3%
30,408
+1.9%
0.03%
-8.3%
Q4 2020$1,686,000
+32.4%
29,828
+32.4%
0.04%
+20.0%
Q3 2020$1,273,000
+3.2%
22,537
+3.3%
0.03%
-6.2%
Q2 2020$1,233,000
+3.2%
21,807
+1.1%
0.03%
-11.1%
Q1 2020$1,195,000
+125.0%
21,560
+119.9%
0.04%
+157.1%
Q3 2019$531,0009,8050.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Financial Network Wealth Management LLC 265,704$13,721,0007.16%
Private Ocean, LLC 505,055$26,081,0003.25%
Atlantic Private Wealth, LLC 42,738$2,207,0002.09%
Elwood & Goetz Wealth Advisory Group, LLC 124,250$6,416,0001.99%
Stewardship Advisors, LLC 97,374$5,028,0001.85%
KilterHowling LLC 25,558$1,319,8271.34%
Apella Capital, LLC 161,292$8,330,0001.17%
RETIREMENT CAPITAL STRATEGIES 57,188$2,881,0001.16%
GRAND WEALTH MANAGEMENT, LLC 37,768$1,950,0000.91%
Pine Haven Investment Counsel, Inc 17,606$909,0000.89%
View complete list of ISHARES TR shareholders