BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$380
+1.6%
40.0%0.00%
Q1 2023$374
+2.5%
40.0%0.00%
Q4 2022$365
-99.9%
4
-99.9%
0.00%
-100.0%
Q3 2022$254,114
-7.4%
3,0820.0%0.01%
-16.7%
Q2 2022$274,390
-13.0%
3,0820.0%0.01%0.0%
Q1 2022$315,566
-2.0%
3,0820.0%0.01%
+20.0%
Q4 2021$322,038
+3.8%
3,0820.0%0.01%
-16.7%
Q3 2021$310,265
-4.5%
3,0820.0%0.01%0.0%
Q2 2021$324,935
-2.1%
3,082
-6.4%
0.01%
-14.3%
Q1 2021$331,838
+23.9%
3,2940.0%0.01%
+16.7%
Q4 2020$267,835
+32.8%
3,294
+100.0%
0.01%
+20.0%
Q3 2020$201,626
+1.7%
1,6470.0%0.01%0.0%
Q2 2020$198,249
+195.8%
1,647
+311.8%
0.01%
+66.7%
Q3 2018$67,010
+2.3%
4000.0%0.00%0.0%
Q2 2018$65,526
+8.6%
4000.0%0.00%
+50.0%
Q1 2018$60,3364000.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Johnson Midwest Financial, LLC 156,279$16,001,00022.71%
Portfolio Solutions, LLC 1,160,614$118,835,00015.18%
RGT Wealth Advisors, LLC 880,912$90,197,00014.34%
Palisades Hudson Asset Management, L.P. 293,655$30,067,00014.04%
Merriman Wealth Management, LLC 1,491,341$152,698,00012.54%
Barber Financial Group, Inc. 761,251$77,945,00010.38%
Retireful, LLC 3,835$371,0008.92%
Forbes Financial Planning, Inc. 55,294$5,666,0007.06%
Kaydan Wealth Management, Inc. 136,531$13,979,3756.18%
Probity Advisors, Inc. 289,999$29,693,0006.13%
View complete list of ISHARES TR shareholders