BARTLETT & CO. WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is USIG and the CUSIP is 464288620. A total of 369 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
BARTLETT & CO. WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,265,328
+17.3%
164,615
+18.6%
0.12%
+15.7%
Q1 2024$7,047,181
+46.4%
138,806
+48.2%
0.11%
+38.5%
Q4 2023$4,812,650
+11087.0%
93,686
+10594.7%
0.08%
+7700.0%
Q4 2022$43,0208760.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Sensible Financial Planning & Management, LLC. 1,308,701$62,883,00016.18%
Aprio Wealth Management, LLC 326,105$15,669,0006.29%
Long Run Wealth Advisors, LLC 236,846$11,380,0004.51%
Insight Wealth Partners, LLC 71,772$3,449,0003.25%
Center For Asset Management LLC 53,672$2,579,0002.56%
Allworth Financial LP 3,395,318$163,145,0002.06%
Shelter Mutual Insurance Co 130,000$6,247,0002.02%
Tolleson Wealth Management, Inc. 124,645$5,989,0001.80%
IVC Wealth Advisors LLC 43,542$2,092,0001.68%
Avidian Wealth Solutions, LLC 451,034$21,672,0001.57%
View complete list of ISHARES TR shareholders