BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is GVI and the CUSIP is 464288612. A total of 260 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$63,275
+527.4%
610
+528.9%
0.00%
Q1 2024$10,086
-0.9%
970.0%0.00%
Q4 2023$10,174
-55.7%
97
-51.5%
0.00%
-100.0%
Q1 2020$22,944
+1.8%
2000.0%0.00%0.0%
Q4 2019$22,532
-60.2%
200
-60.0%
0.00%0.0%
Q3 2019$56,610
+0.8%
5000.0%0.00%
-50.0%
Q2 2019$56,140
+1.8%
5000.0%0.00%0.0%
Q1 2019$55,130
+1.9%
5000.0%0.00%0.0%
Q4 2018$54,110
+0.8%
5000.0%0.00%0.0%
Q3 2018$53,675
-0.4%
5000.0%0.00%0.0%
Q2 2018$53,880
-0.5%
5000.0%0.00%0.0%
Q1 2018$54,1405000.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Maxim Capital Management LLC 167,567$19,758,00017.65%
Braun-Bostich & Associates Inc. 112,097$13,196,00012.88%
GERMAN AMERICAN BANCORP, INC. 362,071$42,623,00011.28%
MERIDIAN MANAGEMENT CO 194,703$22,920,0009.39%
Strategic Financial Services, Inc. 602,462$70,922,0007.88%
Advisor OS, LLC 112,097$13,196,0007.87%
Hilton Capital Management, LLC 444,327$52,306,0006.52%
TRUE Private Wealth Advisors 219,286$25,814,0004.72%
NORTHWEST INVESTMENT COUNSELORS, LLC 100,713$11,856,0004.56%
Graypoint LLC 148,628$17,497,0003.99%
View complete list of ISHARES TR shareholders