BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

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ISHARES TR's ticker is SUB and the CUSIP is 464288158. A total of 510 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

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Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$61,716
-1.1%
6000.0%0.00%0.0%
Q2 2023$62,424
-0.6%
6000.0%0.00%0.0%
Q1 2023$62,808
+0.4%
6000.0%0.00%0.0%
Q4 2022$62,562
+1.6%
6000.0%0.00%0.0%
Q3 2022$61,596
-1.9%
6000.0%0.00%0.0%
Q2 2022$62,802
+25.3%
600
+28.8%
0.00%0.0%
Q3 2021$50,128
-0.2%
4660.0%0.00%0.0%
Q2 2021$50,2440.0%4660.0%0.00%0.0%
Q1 2021$50,244
-0.3%
4660.0%0.00%0.0%
Q4 2020$50,379
+0.0%
4660.0%0.00%0.0%
Q3 2020$50,375
+0.2%
4660.0%0.00%0.0%
Q2 2020$50,263
+1.5%
4660.0%0.00%
-50.0%
Q1 2020$49,536
-0.4%
4660.0%0.00%
+100.0%
Q4 2019$49,759
+0.2%
4660.0%0.00%0.0%
Q3 2019$49,648
+27.3%
466
+27.3%
0.00%0.0%
Q2 2019$38,997
+0.5%
3660.0%0.00%0.0%
Q1 2019$38,796
+0.6%
3660.0%0.00%
-50.0%
Q4 2018$38,576–366–0.00%–
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Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Heritage Investment Group, Inc. 460,477$48,143,0009.90%
Windham Capital Management, LLC 83,624$8,742,8896.84%
Salomon & Ludwin, LLC 511,790$53,504,0165.97%
Life Planning Partners, Inc 62,875$6,573,5395.97%
BROWN WEALTH MANAGEMENT, LLC 130,633$13,657,6985.50%
ANGELES WEALTH MANAGEMENT, LLC 515,194$53,863,5115.06%
AUA CAPITAL MANAGEMENT, LLC 67,791$7,087,5494.27%
Horiko Capital Management LLC 130,383$13,631,5433.88%
DURANTE & WATERS, LLC 40,947$4,281,0093.81%
CHESAPEAKE CAPITAL CORP /IL/ 27,742$2,900,4263.80%
View complete list of ISHARES TR shareholders