BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 74 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$561,817
+8.7%
5,470
+9.6%
0.01%
+12.5%
Q1 2024$516,653
-12.2%
4,990
-10.6%
0.01%
-20.0%
Q4 2023$588,299
+9.1%
5,580
+3.5%
0.01%0.0%
Q3 2023$539,334
+174.3%
5,390
+185.2%
0.01%
+233.3%
Q2 2023$196,595
+376.5%
1,890
+384.6%
0.00%
+200.0%
Q1 2023$41,256
+3.1%
3900.0%0.00%0.0%
Q4 2022$40,0143900.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Strid Group, LLC 109,379$12,585,0008.09%
LifePlan Financial Group, Inc 41,022$4,720,0003.35%
Cassaday & Co Inc. 21,834$2,512,0002.70%
Hudock, Inc. 15,881$1,827,0001.01%
BOYS ARNOLD & CO INC 18,920$2,177,0000.86%
NewEdge Advisors, LLC 8,681$994,0000.84%
ASSETMARK, INC 386,483$44,469,0000.78%
Ifrah Financial Services, Inc. 16,241$1,869,0000.75%
Beaumont Financial Partners, LLC 28,319$3,259,0000.53%
FIRST UNITED BANK & TRUST 4,935$568,0000.52%
View complete list of ISHARES TR shareholders